INTRACK INVESTMENT MANAGEMENT, INC.

RIASEC RegisteredEst. 2014

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 registered investment adviser that serves individual and family clients. The firm, established as a corporation and SEC-registered in 2014, combines financial planning with portfolio management for individuals, small businesses and institutions, and lists pension consulting among its advisory services. Its fee model is flexible, including percentage-of-AUM, hourly and fixed fees, as well as performance-based arrangements for certain clients. Investment activity shows a hybrid approach: a core allocation to broad-market ETFs alongside direct equity positions. The firm’s public filings indicate a portfolio construction that uses passive ETF exposure as the backbone for large-cap equity risk—paired with individually selected stocks to add concentration or tactical views. Intrack does not position itself as an ESG-focused manager in its filings.