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INTRACK INVESTMENT MANAGEMENT, INC.

CRD 106450 · SEC 801-79488

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1233 SHELBURNE ROAD, SUITE D-6B, SOUTH BURLINGTON, VT, 05403, United States

Phone

802-658-0625

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$275.7M

Discretionary AUM

$275.7M

Team

4 total employees; 4 advisory reps

Clients

26-50

Fees

Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees; NEGOTIATED FEE STRUCTURE

Org form

Corporation

Filing date

2026-03-24

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingCONSULTING-INCIDENTIAL ONLY

Client types

TypeClientsAUM
Individuals133$66.4M
High net worth individuals56$176.2M

States served

VT, CA, ME, MA, NJ, NY, TX, NH

All web addresses on file

Official SEC filing: View on IAPD