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, SEC-registered RIA formed in 2014 and owned by an individual principal. The firm serves primarily individual and family clients, offering a mix of financial planning and discretionary portfolio management for individuals, small businesses and institutional/business clients, along with pension consulting services. Its fee arrangements are flexible and include percentage-of-AUM billing plus hourly, fixed and performance-based components. Investment approach appears centered on liquid equity exposures and pooled products rather than ESG-driven screens; the firm is not listed as an active ESG investor. It is not a multi-state adviser and does not operate as a capital allocator to third-party managers in a fund-of-funds sense.