Intrack Investment Management, Inc.

Intrack Investment Management, Inc. (CRD# 106450) is a financial advisory firm headquartered in South Burlington, VT. They manage $144,365,000 in 372 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    144
    MILLION
  • Total Number of Accounts
    372
    ACCOUNTS
  • Average Account Value
    $388,078
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA, NH, NY, VT

Financial Advisors at Intrack Investment Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Myron R. Sopher
CRD#: 2716110
1233 Shelburne Road, Suite D6b, Same As 1, South Burlington, VT 05403
93
Wealthminder
score

Myron Sopher (CRD# 2716110) is an Investment Advisor Representative working at Intrack Investment Management, Inc. in South Burlington, VT and has over 21 years of experience in the finance industry.

2
Matthew D. Johnson
CRD#: 5282900
1233 Shelburne Road, Suite D-6b, South Burlington, VT 05403
90
Wealthminder
score

Matthew Johnson (CRD# 5282900) is an Investment Advisor Representative working at Intrack Investment Management, Inc. in South Burlington, VT and has 1 year of experience in the finance industry.

3
Brett C. Peltzer
CRD#: 1146171
1233 Shelburne Road, Suite D-6b, South Burlington, VT 05403
90
Wealthminder
score

Brett Peltzer (CRD# 1146171) is an Investment Advisor Representative working at Intrack Investment Management, Inc. in South Burlington, VT and has 1 year of experience in the finance industry.

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