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ON TRACK FINANCIAL LLC
CRD 120542
156 WEST ROAD, CANTERBURY, NH, 03224, United States
Phone
603-708-1237
Fax
603-708-1238
Registration
— (—)
Source
State registered
Total AUM
$78.0M
Discretionary AUM
$78.0M
Team
1 total employees; 1 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees; Commissions
Org form
Limited Liability Company
Filing date
2024-02-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 145 | $78.0M |
All web addresses on file
Official SEC filing: View on IAPD