Skip to content

Andrew Joseph Colyer

Investment adviser representative at The Ithaka Group, LLC
18 yearsExperience
1 stateRegistered in
CFADesignation
$572.1MFirm assets

Are you Andrew Joseph Colyer? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsPerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

18 years in the industry.

  1. The Ithaka Group, LLCFeb 2008 to now

Designations

  • CFA

Exams passed

  • Series 63 · Uniform Securities Agent State Law1994

State registrations

Registered as an investment adviser representative in 1 state (VA).

The Ithaka Group, LLC

$572.1MAssets managed
126Clients
4Advisers
18 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2365598
Firm CRD
146975
Advisor's SEC record (opens in a new tab)
CallContact this firm