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INTRACK INVESTMENT MANAGEMENT, INC.

SOUTH BURLINGTON, VT · CRD 106450 · IAPD ↗ · intrackinvest.com · 802-658-0625

$275.7MRegulatory AUM
4Advisory reps
4Employees
0Clients
26-50Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
April 2025 — INTRACK INVESTMENT MANAGEMENT, INC. reports 26-50 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2025 — INTRACK INVESTMENT MANAGEMENT, INC. grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
63
April 2024 — INTRACK INVESTMENT MANAGEMENT, INC. reported RAUM up 27% ($207.3M -> $264.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.