Ithax Financial Llc
As an independent Registered Investment Advisor (RIA) firm, we are legally bound to act as a fiduciary for our clients. This means that our Advisors act solely in the best interest of our clients when offering asset management and comprehensive financial planning. Ithax Financial LLC, an Ohio limited liability company, is registered as an investment adviser under the Investment Advisers Act of 1940, amended. Additional information about Ithax Financial LLC is available on the SEC’s website.
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Verified contacts
4
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LinkedIn employees
3
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3
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2
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Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
- AH
Andrew Hardy
Co-founder & Chief Investment Officer · Finance & Accounting
EmailPhone - CD
Cheryl Dentler
Client Relationship Manager · Customer/Client Service
EmailPhone - JD
Jacob Dentler
Co-founder & Chief Compliance Officer · Legal
EmailPhone - JD
Jacob Dentler
Co-founder & Chief Compliance Officer · Legal
EmailPhone
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Top roles at Ithax Financial Llc
3 distinct titles indexed · top 3 shown.
- 2co-founder & chief compliance officer
- 1client relationship manager
- 1co-founder & chief investment officer
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