CRD: 153244
Ithaka Financial Planning, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-22-2010
- Office Locations
- 3
Office Locations
About Ithaka Financial Planning, LLC
Ithaka Financial Planning is a fee-only RIA providing objective financial planning and ongoing investment management for busy professionals, couples, and families—often women navigating major life transitions. Led by CFP professionals and NAPFA Registered Financial Advisors Beth Remick and Carolyn Ozcan, the firm aligns portfolios with tax/estate planning and risk management. Based in the Washington, DC metro and serving clients nationwide; custody through Schwab.
Team overview
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Investment Themes
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Owner & Executives
CAROLYN NUNEZ
Chief Compliance Officer, Partner, PRINCIPAL
- CRD
- #5766659
- Ownership
- 50% but less than 75%
ELIZABETH MCMANUS REMICK
Chief Financial Officer, Financial Advisor, PRINCIPAL
- CRD
- #4556879
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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KATHERINE LOUISE ALEPA
--
- CRD
- #4115789
Showing 1 of 3 contacts
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $84,645,376 | -- |
| Non-Discretionary | $7,515,417 | -- |
| Total | $92,160,793 | -- |
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Separately Managed Accounts
Total SMA Asset: $92,160,793
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $907,868,461 | 22.9% |
| Cash | $1,803,843,448 | 45.5% |
| Equity - Exchange | $1,252,779,185 | 31.6% |
| Total | $3,964,491,094 | 100.0% |