INTRACK INVESTMENT MANAGEMENT, INC.
SEC RegisteredWealth Simplified.
About the firm
InTrack Advisors is a fiduciary, fee-only financial planning and investment management firm with offices in Burlington and Norwich, VT. Their advisors work with individuals, families, nonprofits, and corporations, holding a legal and ethical obligation to offer advice in clients' best interests.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement planning, investment management, and wealth management including estate structures, legacy planning, and holistic financial planning
Who they serve
Business owners, high-performing professionals, generational legacies, individuals, families, nonprofits, and corporations
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 133 | $66M |
| High Net Worth Individuals | 56 | $176M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $3,000,000 | 1.00% |
| $3,000,000.01 to $5,000,000 | 0.85% |
| $5,000,000.01 to $7,500,000 | 0.75% |
| Over $7,500,000 | 0.50% |
Data as of March 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. INTRACK INVESTMENT MANAGEMENT, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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