INTRACK INVESTMENT MANAGEMENT, INC.
South Burlington, Vermont
5.0
7 Reviews
Intrack Investment Management, Inc. is a highly regarded investment advisory firm headquartered in South Burlington, VT, with two offices serving a diverse client base. With a track record of excellence, the firm manages assets worth over $207,288,000 for more than 120 individual clients. While 401K and individual accounts make up less than 30% of their assets under management, Intrack Investment Management, Inc. possesses the expertise to handle employer funds. Notably, all assets under their management are discretionary, reflecting their commitment to making informed investment decisions on behalf of their clients. Intrack Inve...
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Assets Under Mgmt

$207.29M

Investment Professionals

4

Locations

1

% 401K & Individual

23%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Performance-based fees
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other: CONSULTING-INCIDENTIAL ONLY, MONEY COACHING
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