Intrack Investment Management, Inc.

Intrack Investment Management, Inc. (CRD# 106450) is a financial advisory firm headquartered in South Burlington, VT. They manage $264,211,509 in 553 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
1233 Shelburne Road, Suite D-6b, South Burlington, VT 05403
http://www.intrackinvest.com
By the Numbers
  • Total Assets Under Management
    264
    MILLION
  • Total Number of Accounts
    553
    ACCOUNTS
  • Average Account Value
    $477,779
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based 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
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, MA, ME, NH, NJ, NY, TX, VT

Financial Advisors at Intrack Investment Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Matthew Johnson, financial advisor South Burlington VT
Matthew D. Johnson
CRD#: 5282900
1233 Shelburne Road, Suite D-6b, South Burlington, VT 05403

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.

2
Brett Peltzer, financial advisor South Burlington VT
Brett C. Peltzer
CRD#: 1146171
1233 Shelburne Road, Suite D-6b, South Burlington, VT 05403

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.

3
Myron Sopher, financial advisor South Burlington VT
Myron R. Sopher
CRD#: 2716110
1233 Shelburne Road, Suite D6b, Same As 1, South Burlington, VT 05403

Myron Sopher (CRD# 2716110) is an Investment Advisor Representative working at Intrack Investment Management, Inc. in South Burlington, VT and has over 28 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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