This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-21-2022
- Office Locations
- 1
Office Locations
About Ithaka Strategic Partners
ITHAKA Strategic Partners is an independent, fiduciary wealth manager providing holistic financial planning and disciplined investment strategy for individuals and families navigating retirement, education funding, and legacy goals. Portfolios emphasize asset allocation using ETFs and other public funds. Notable for offering complimentary virtual workplace-benefits reviews, including 401(k) option analysis and insurance selection.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
GEORGE TOROUNIDIS
FOUNDER
- CRD
- #4678154
- Ownership
- 75% or more
ALEXANDROS C ELIOPOULOS
Chief Compliance Officer
- CRD
- #5619879
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
OPTACIANO V RODRIGUEZ
--
- CRD
- #6397064
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $1,112,000 | -- |
| Total | $1,112,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing