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Lenore Salemme Sopher

INTRACK INVESTMENT MANAGEMENT, INC.·SOUTH BURLINGTON, Vermont
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1233 SHELBURNE ROAD, SOUTH BURLINGTON, VT 05403CRD# 4757700Firm CRD# 106450
01

About

Lenore Salemme Sopher is a registered financial advisor based in SOUTH BURLINGTON, Vermont, affiliated with INTRACK INVESTMENT MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
INTRACK INVESTMENT MANAGEMENT, INC.
INTRACK INVESTMENT MANAGEMENT, INC.
AUM
$264M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at INTRACK INVESTMENT MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Other: NEGOTIATED FEE STRUCTURE
Regulatory
SEC/IARD CRD# 4757700
Firm CRD# 106450
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lenore Salemme Sopher offer?
Lenore Salemme Sopher specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SOUTH BURLINGTON, Vermont for a consultation.
What are Lenore Salemme Sopher's credentials?
Lenore Salemme Sopher is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lenore Salemme Sopher located?
Lenore Salemme Sopher is based in SOUTH BURLINGTON, Vermont, working with INTRACK INVESTMENT MANAGEMENT, INC.. Their office serves clients in the SOUTH BURLINGTON metropolitan area and surrounding communities.
How does Lenore Salemme Sopher charge for services?
Lenore Salemme Sopher's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees, other: negotiated fee structure. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INTRACK INVESTMENT MANAGEMENT, INC.?
INTRACK INVESTMENT MANAGEMENT, INC. has approximately 5 employees and manages $264M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in SOUTH BURLINGTON
Andrew David Murphy — ELEY FINANCIAL MANAGEMENT, INC.Myron R Sopher — INTRACK INVESTMENT MANAGEMENT, INC.Matthew D. Johnson — INTRACK INVESTMENT MANAGEMENT, INC.Scott Anthony Beaudin — PATHWAY FINANCIAL ADVISORS, LLCWilliam Brendan Walsh — QUANTUM LEAP CAPITAL, LLC
Nearby cities in Vermont
BURLINGTON (61)MONTPELIER (49)MANCHESTER (17)BRATTLEBORO (13)SHELBURNE (11)
City Guides
BURLINGTON GuideMONTPELIER GuideMANCHESTER GuideBRATTLEBORO GuideSHELBURNE Guide
Research
Advisor Fees in VermontNational Fee Analysis
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