Robert
Katzen
The Ithaka Group, LLC
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About this Advisor
Robert Katzen is a financial advisor working in Arlington, Virginia. Katzen is an employee of The Ithaka Group, LLC. Throughout their career, they have worked at Input Solutions, Inc and The Ithaka Group, LLC. Katzen has a Series 65 license, certifying them as an investment advisor representative, and is registered to serve investors in Maryland. The Ithaka Group, LLC is a financial advisory company that has its headquarters in Arlington, VA. It handles $450 million in total assets among its 214 accounts, placing it among the larger financial advisory firms in the United States by assets under management. The firm provides services to seven charities and foundations. Of its 214 client accounts, 80% are held by high-net-worth clients who have greater than $1 million in investable assets. The Ithaka Group, LLC offers a set of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for institutional clients. Fees for financial management vary depending on which service is provided. However, fees charged by The Ithaka Group, LLC likely include asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Ithaka Group, LLC Brokerage Details
$449,930,240
8
214
$2,102,478
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
Robert Katzen Work History
Robert has been registered as a financial advisor for 0 years.*
The Ithaka Group, LLC
Input Solutions, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Robert Katzen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at The Ithaka Group, LLC
Arlington, VA
Arlington, VA
Arlington, VA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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