Intrack Investment Management, Inc.

RIASEC Registered

Total AUM

$276M

Discretionary

$276M

100% of AUM

Avg account

$467K

Accounts

590

Employees

Advisory reps

Firm details

Headquarters: South Burlington, Vermont
CRD number: 106450
Registered since: April 21, 2014
Website: www.intrackinvest.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees, Other
Client types: HNWI63.89%
Individuals24.07%
Charitable Organizations11.22%
Corporations / Businesses0.72%
State / Municipal Government0.11%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Intrack Investment Management, Inc. is an independent, individually owned registered investment adviser. The firm registered with the SEC in 2014 and serves a client base made up primarily of individuals and families. Its service mix includes financial planning, portfolio management for individuals and small businesses, portfolio management for institutional or business clients, and pension consulting services. Intrack bills clients through a mix of percentage-of-AUM fees, hourly and fixed fees, performance-based arrangements, and other fee structures. The firm does not identify as an active ESG investor. Intrack is not structured as a capital allocator or a fund-of-funds manager; it operates as an advisory practice managing discretionary client portfolios and providing planning and consulting work.