Erick Christopher Egender
Investment adviser representative at The Ithaka Group, LLC
18 yearsExperience
2 statesRegistered in
$572.1MFirm assets
18 yearsFirm in business
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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.
- The Ithaka Group, LLCJan 2025 to now
- Cedar Partners, LtdApr 2008 to Dec 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2008
- Series 63 · Uniform Securities Agent State Law2010
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 3178670
- Firm CRD
- 146975