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INTRACK INVESTMENT MANAGEMENT, INC.
SOUTH BURLINGTON, VT
802-658-0625
SEC #801-79488Total AUM
$275.7M
Employees
4Clients
192Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1233 SHELBURNE ROAD
SUITE D-6B
SOUTH BURLINGTON
VT 05403
United States
SUITE D-6B
SOUTH BURLINGTON
VT 05403
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
802-658-0625
Other Offices
1
Financials
Total AUM
$275.7M
Accounts
590Discretionary
$275.7M
Accounts
590Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
133AUM
$66.4M
HNW Individual Clients
56AUM
$176.2M
Charitable Organization Clients
1AUM
$30.9M
Government Entity Clients
1AUM
$298.1K
Corporation or Business Clients
1AUM
$2M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING-INCIDENTIAL ONLY
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
NEGOTIATED FEE STRUCTURE
Compliance
Disclosures
None reported
State Registrations
CAMAMENHNJNYTXVT
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.