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SINGLE TRACK FINANCIAL, INC.
CRD 127318
400 TRADECENTER, SUITE 5900, WOBURN, MA, 01801, United States
Phone
781-939-6830
Fax
781-938-1221
Registration
— (—)
Source
State registered
Total AUM
$34.0M
Discretionary AUM
$34.0M
Team
2 total employees; 1 advisory reps; 37 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-01-02
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 11 | $1.3M |
| High net worth individuals | 21 | $28.0M |
| Pension/profit sharing plans | 2 | $4.6M |
All web addresses on file
Official SEC filing: View on IAPD