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Matthew D. Johnson

INTRACK INVESTMENT MANAGEMENT, INC.·SOUTH BURLINGTON, Vermont
Clean recordINTRACK INVESTMENT MANAGEMENT, INC.
1233 SHELBURNE ROAD, SOUTH BURLINGTON, VT 05403CRD# 5282900Firm CRD# 106450

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew D. Johnson · SOUTH BURLINGTON, VT
Registration
CRD #5282900 · INTRACK INVESTMENT MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Matthew D. Johnson 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
Introduction

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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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Other: NEGOTIATED FEE STRUCTURE
Regulatory
SEC/IARD CRD# 5282900
Firm CRD# 106450
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Matthew D. Johnson offer?
Matthew D. Johnson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SOUTH BURLINGTON, Vermont for a consultation.
What are Matthew D. Johnson's credentials?
Matthew D. Johnson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew D. Johnson located?
Matthew D. Johnson 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 Matthew D. Johnson charge for services?
Matthew D. Johnson'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 at INTRACK INVESTMENT MANAGEMENT, INC.

Myron R Sopher
SOUTH BURLINGTON, VT
Brandon David Tieso
SOUTH BURLINGTON, VT
Lenore Salemme Sopher
SOUTH BURLINGTON, VT

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Nearby cities in Vermont
BURLINGTON (61)MONTPELIER (49)MANCHESTER (17)BRATTLEBORO (13)SHELBURNE (11)NORWICH (9)WILLISTON (8)STOWE (5)WHITE RIVER JUNCTION (4)ESSEX JUNCTION (4)
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Research
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