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INTRACK INVESTMENT MANAGEMENT, INC.
Tel: 802-658-0625
1233 Shelburne Road Suite D-6b
South Burlington, Vermont 05403
INTRACK INVESTMENT MANAGEMENT, INC.
INTRACK INVESTMENT MANAGEMENT, INC. is a South Burlington, Vermont based financial advisory firm with nearly $264,211,509 in assets under management and provides investment advisory services for 553 clients. There are currently 5 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Other (CONSULTING-INCIDENTIAL ONLY, MONEY COACHING)
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (NEGOTIATED FEE STRUCTUR
Firm CRD#:
106450
SEC#:
801-79488
No. of Clients:
553
Assets under Management
$264,211,509
No. of Advisors:
5
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