INTRACK INVESTMENT MANAGEMENT, INC.

1233 Shelburne Road
Suite D-6b
South Burlington, Vermont 05403
Tel: 802-658-0625

About INTRACK INVESTMENT MANAGEMENT, INC.

INTRACK INVESTMENT MANAGEMENT, INC, formally registered with the SEC as INTRACK INVESTMENT MANAGEMENT, INC. The firm was established in 04/21/2014. They have over 2 offices throughout the country.

INTRACK INVESTMENT MANAGEMENT, INC. is a South Burlington, Vermont based Financial Planning firm with nearly $264,211,509 assets under management, offering retirement planning & investment advisory services to 553 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106450
SEC#	801-79488
Assets Managed by Firm	$264,211,509
No. of Clients	553
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based
Other (NEGOTIATED FEE STRUCTURE)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Other (CONSULTING-INCIDENTIAL ONLY, MONEY COACHING)

Firm Client Information

	No. of Clients	AUM
Firm Total	553	$264,211,509
Individuals (other than high net worth individuals)	134	$60,631,455
High net worth individuals	52	$174,910,260
Charitable organizations	Fewer than 5 clients	$27,746,461
Corporations or other businesses	Fewer than 5 clients	$670,103

More Retirement Planning firms in South Burlington, Vermont:

Firm Name	Assets Under Management	Total Clients	Total Advisors
NLG CAPITAL, INC. One National Life Drive Montpelier, VT, 05604	$35,941,367,795	8	43
CHAMPLAIN INVESTMENT PARTNERS, LLC 180 Battery Street, Suite 400 Burlington, VT, 05401-5334	$17,319,756,035	119	42
MANCHESTER CAPITAL MANAGEMENT LLC 3657 Main Street Manchester, VT, 05254	$3,688,455,226	1684	37
ESI FINANCIAL ADVISORS One National Life Drive Montpelier, VT, 05604	$2,124,751,345	11558	450
MAPLE CAPITAL MANAGEMENT, INC. 535 Stone Cutters Way Montpelier, VT, 05602	$1,723,412,484	2649	23

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