Wealth Manager
    SEC Registered
    Manages Private Funds

    Intrack Investment Management, Inc.

    Registered investment advisor · South Burlington, Vermont · CRD #106450

    Assets Under Management
    $276M
    Client Accounts
    590
    Employees
    4
    CRD Number
    106450
    Registration
    SEC Registered
    Custodian
    Fidelity Brokerage Services Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Intrack Investment Management, Inc.

    Intrack Investment Management, Inc. is a SEC-registered investment advisory firm headquartered in South Burlington, Vermont, managing approximately $276M in regulatory assets across 590 client accounts. The firm's full regulatory record is filed with the SEC under CRD #106450.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Intrack Investment Management, Inc.'s AUM?

    Intrack Investment Management, Inc. reports approximately $276M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Intrack Investment Management, Inc. headquartered?

    Intrack Investment Management, Inc. is headquartered in South Burlington, Vermont.

    What is Intrack Investment Management, Inc.'s CRD number?

    Intrack Investment Management, Inc.'s CRD number is 106450. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Intrack Investment Management, Inc. manage?

    Intrack Investment Management, Inc. manages approximately 590 client accounts according to its latest SEC filing.

    Is Intrack Investment Management, Inc. SEC registered?

    Yes, Intrack Investment Management, Inc. is registered with the SEC as an investment adviser with an approved registration status.

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