Intrack Investment Management, Inc.

Overview

Intrack Investment Management, Inc. is an SEC registered investment adviser based in South Burlington, VT, registered since 2014. It reports $276M in assets under management across 590 accounts, with 4 employees. It has 4 investment adviser representatives.

Reported AUM

$276M

Discretionary

100%

Accounts

590

Average account

$467K

Employees

4

Advisory reps

4

Registered since

2014

Jurisdictions

8

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges, Other Fees, Percentage of Assets and Performance-Based Fees

Executive officers 3 of 5

• Myron R Sopher Managing Partner, President, Chief Compliance Officer CRD 2716110
• Brett Carter Peltzer Partner and Portfolio Manager CRD 1146171
• Matthew D Johnson Partner, Portfolio Manager CRD 5282900

2 more executive officers, with direct contact details

Advisory reps 3 of 4

• Matthew D Johnson Investment Adviser Rep CRD 5282900
• Brett Carter Peltzer Investment Adviser Rep CRD 1146171
• Matthew S Sopher Investment Adviser Rep CRD 4820463

1 more advisory rep, with emails, phones and branch locations

Location

Headquarters

1233 Shelburne Rd Ste D6B
South Burlington, VT 05403

County

Chittenden

Metro area

Burlington-South Burlington, VT

Region

Northeast

Registrations

• SEC registered
• Registered in 8 jurisdictions
• Website: intrackinvest.com

Every state, with registration dates

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