Intrack Investment Management Inc
Legal Name: INTRACK INVESTMENT MANAGEMENT, INC.
Full Contact Details
Intrack Investment Management Inc
1233 SHELBURNE ROAD, SUITE D-6B, SOUTH BURLINGTON, VT
802-658-0625
802-863-1665
Other Info
Intrack Investment Management Inc, also known as INTRACK INVESTMENT MANAGEMENT, INC., is a Vermont-based corporation that provides advisory services with a team of four employees, three of whom are advisors. The company's client base is unspecified. Its SEC status is approved as of April 21, 2014, which indicates compliance with the regulatory requirements of the United States Securities and Exchange Commission.
Fee-Only, Fiduciary Investment Management
Located in two of the best towns in Vermont, Burlington and Norwich, we work with families to optimize their investment strategies. If you feel like your advisor is not acting as a fiduciary and not paying attention to you, we'd love to talk to you.
Direct Owners
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BRETT CARTER PELTZER
PARTNER , VICE PRESIDENT owns more than 10% but less than 25%
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JAN ELLEN PELTZER
OFFICE MANAGER, OWNER, CCO owns more than 10% but less than 25%
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LENORE SALEMME SOPHER
TREASURER/SECRETARY owns less than 5%
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MATTHEW D. JOHNSON
PARTNER AND PORTFOLIO MANAGER owns more than 10% but less than 25%
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MYRON R SOPHER
MANAGING PARTNER, PRESIDENT owns more than 50% but less than 75%