INTRACK INVESTMENT MANAGEMENT, INC.
CRD #106450 SEC #801-79488 SOUTH BURLINGTON, VT 802-658-0625
SEC Registered
Total AUM
$286.2M
Discretionary
$286.2M
Employees
5
Clients
26
Accounts
572
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $286.2M | $286.2M | $0 | 5 | 0 |
| Mar 2024 | $264.2M | $263.2M | $970K | 5 | 0 |
| Mar 2023 | $207.3M | $206.3M | $966.9K | 6 | 0 |
| Mar 2022 | $247.1M | $246.2M | $942.8K | 5 | 0 |
| Apr 2021 | $202.6M | $202.4M | $205.5K | 4 | 1 |
| Mar 2021 | $202.6M | $205.5K | $202.4M | 4 | 1 |
| Oct 2020 | $180.9M | $180M | $914.7K | 4 | 1 |
| May 2020 | $180.9M | $180M | $914.7K | 4 | 1 |
| May 2020 | $180.9M | $180M | $914.7K | 4 | 1 |
| Mar 2020 | $180.9M | $180M | $914.7K | 4 | 1 |
| Mar 2019 | $158.3M | $157.4M | $893.4K | 4 | 0 |
| Mar 2018 | $165.2M | $164.1M | $1M | 4 | 0 |
| Mar 2017 | $144.8M | $143.8M | $1M | 4 | 100 |
| Feb 2016 | $144.4M | $143.1M | $1.2M | 4 | 100 |
| Dec 2015 | $101.4M | $101.4M | $0 | 4 | 26 |
| Dec 2015 | $101.4M | $101.4M | $0 | 4 | 26 |
| Dec 2015 | $101.4M | $101.4M | $0 | 2 | 26 |
| Dec 2015 | $101.4M | $101.4M | $0 | 2 | 26 |
| Oct 2015 | $101.4M | $101.4M | $0 | 2 | 26 |
| May 2015 | $101.4M | $101.4M | $0 | 2 | 26 |
| Mar 2015 | $101.4M | $101.4M | $0 | 2 | 26 |
| Mar 2014 | $103.9M | $103.9M | $0 | 2 | 110 |
| Feb 2012 | $79.2M | $78.6M | $617.2K | 1 | 26 |
| Jan 2011 | $81M | $80.2M | $800.1K | 5 | -- |
| Mar 2010 | $92.1M | $81.3M | $10.8M | 5 | -- |
| Feb 2007 | $92.3M | $89.8M | $2.5M | 5 | -- |
| Feb 2006 | $80.5M | $78.1M | $2.5M | 5 | -- |
| Sep 2005 | $79.2M | $76.5M | $2.7M | 5 | -- |
| Jan 2005 | $79.2M | $76.5M | $2.7M | 5 | -- |
DateMar 2025
Total AUM$286.2M
Discretionary$286.2M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$264.2M
Discretionary$263.2M
Non-Disc.$970K
Employees5
Clients0
DateMar 2023
Total AUM$207.3M
Discretionary$206.3M
Non-Disc.$966.9K
Employees6
Clients0
DateMar 2022
Total AUM$247.1M
Discretionary$246.2M
Non-Disc.$942.8K
Employees5
Clients0
DateApr 2021
Total AUM$202.6M
Discretionary$202.4M
Non-Disc.$205.5K
Employees4
Clients1
DateMar 2021
Total AUM$202.6M
Discretionary$205.5K
Non-Disc.$202.4M
Employees4
Clients1
DateOct 2020
Total AUM$180.9M
Discretionary$180M
Non-Disc.$914.7K
Employees4
Clients1
DateMay 2020
Total AUM$180.9M
Discretionary$180M
Non-Disc.$914.7K
Employees4
Clients1
DateMay 2020
Total AUM$180.9M
Discretionary$180M
Non-Disc.$914.7K
Employees4
Clients1
DateMar 2020
Total AUM$180.9M
Discretionary$180M
Non-Disc.$914.7K
Employees4
Clients1
DateMar 2019
Total AUM$158.3M
Discretionary$157.4M
Non-Disc.$893.4K
Employees4
Clients0
DateMar 2018
Total AUM$165.2M
Discretionary$164.1M
Non-Disc.$1M
Employees4
Clients0
DateMar 2017
Total AUM$144.8M
Discretionary$143.8M
Non-Disc.$1M
Employees4
Clients100
DateFeb 2016
Total AUM$144.4M
Discretionary$143.1M
Non-Disc.$1.2M
Employees4
Clients100
DateDec 2015
Total AUM$101.4M
Discretionary$101.4M
Non-Disc.$0
Employees4
Clients26
DateDec 2015
Total AUM$101.4M
Discretionary$101.4M
Non-Disc.$0
Employees4
Clients26
DateDec 2015
Total AUM$101.4M
Discretionary$101.4M
Non-Disc.$0
Employees2
Clients26
DateDec 2015
Total AUM$101.4M
Discretionary$101.4M
Non-Disc.$0
Employees2
Clients26
DateOct 2015
Total AUM$101.4M
Discretionary$101.4M
Non-Disc.$0
Employees2
Clients26
DateMay 2015
Total AUM$101.4M
Discretionary$101.4M
Non-Disc.$0
Employees2
Clients26
DateMar 2015
Total AUM$101.4M
Discretionary$101.4M
Non-Disc.$0
Employees2
Clients26
DateMar 2014
Total AUM$103.9M
Discretionary$103.9M
Non-Disc.$0
Employees2
Clients110
DateFeb 2012
Total AUM$79.2M
Discretionary$78.6M
Non-Disc.$617.2K
Employees1
Clients26
DateJan 2011
Total AUM$81M
Discretionary$80.2M
Non-Disc.$800.1K
Employees5
Clients--
DateMar 2010
Total AUM$92.1M
Discretionary$81.3M
Non-Disc.$10.8M
Employees5
Clients--
DateFeb 2007
Total AUM$92.3M
Discretionary$89.8M
Non-Disc.$2.5M
Employees5
Clients--
DateFeb 2006
Total AUM$80.5M
Discretionary$78.1M
Non-Disc.$2.5M
Employees5
Clients--
DateSep 2005
Total AUM$79.2M
Discretionary$76.5M
Non-Disc.$2.7M
Employees5
Clients--
DateJan 2005
Total AUM$79.2M
Discretionary$76.5M
Non-Disc.$2.7M
Employees5
Clients--