INTRACK INVESTMENT MANAGEMENT, INC.

SOUTH BURLINGTON, Vermont·4 registered advisors·CRD# 106450
SEC# 801-794881802-658-0625
01

Firm Overview

AUM
$264M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Other: NEGOTIATED FEE STRUCTURE
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at INTRACK INVESTMENT MANAGEMENT, INC.

4 registered advisors
Brandon David Tieso
SOUTH BURLINGTON, Vermont
Lenore Salemme Sopher
SOUTH BURLINGTON, Vermont
Matthew D. Johnson
SOUTH BURLINGTON, Vermont
Myron R Sopher
SOUTH BURLINGTON, Vermont
05

Office Locations

SOUTH BURLINGTON, Vermont
4 advisors

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Data sourced from SEC Form ADV filings. INTRACK INVESTMENT MANAGEMENT, INC. (CRD# 106450) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.