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Intrack Investment Management, Inc.

● SEC registered since 2014CRD 106450SEC# 801-79488South Burlington, VT
Export (members)
Reg. AUM
$286.2M
Employees
5
Accounts
572
Location
South Burlington, VT

Intrack Investment Management, Inc. assets under management

Intrack Investment Management, Inc. operates as an SEC-registered investment adviser based in South Burlington, VT. The firm has been registered since 2014. It reports $286.2 million in regulatory assets under management and employs 5 people.

Intrack Investment Management, Inc. owners & executives

5 reported
NameTitleOwnershipSince
Brandon David Tieso ControlChief Compliance OfficerUnder 5%2024
Brett Carter Peltzer ControlPartnerUnder 5%2015
Lenore Salemme SopherTreasurer/SecretaryUnder 5%2003
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Frequently asked questions

How much does Intrack Investment Management, Inc. manage?

Intrack Investment Management, Inc. reports $286.2 million in regulatory assets under management on its Form ADV.

How many employees does Intrack Investment Management, Inc. have?

Intrack Investment Management, Inc. reports 5 employees.

Where is Intrack Investment Management, Inc. located?

Intrack Investment Management, Inc. is based in South Burlington, VT and has been SEC-registered since 2014.

Does Intrack Investment Management, Inc. disclose fund performance?

Intrack Investment Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1233 Shelburne Road, Suite D-6b, South Burlington, VT 05403
Phone802-658-0625
Office hours8:30 a.m. To 5:00 p.m.
SEC regionBoston Regional Office (BRO)
CIK1847343
Discloses disciplinary historyNo

Assets under management

Discretionary$286.2M
Non-discretionary$0
Total (RAUM)$286.2M