Myron
Sopher
Intrack Investment Management, Inc
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About this Advisor
Myron Sopher is a financial advisor working out of South Burlington, Vermont who has 28 years of relevant experience. Sopher is on the advisory team at Intrack Investment Management, Inc. Over the course of their career, Sopher has held roles at Sopher Investment Management, Inc and Intrack Investment Management, Inc. Sopher has a Series 65 license, certifying them as an investment advisor representative, and can work in Massachusetts, New Hampshire and Vermont. Intrack Investment Management, Inc is a firm that has its headquarters in South Burlington, VT. The investment advisory business has a total of six advisors. It manages $207 million in assets under management between its 501 client accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 501 client accounts, 30% are associated with high-net-worth individuals who have greater than $1 million in assets. The advisory firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. A financial advisor's fees typically are based on which services are provided. However, fees billed by Intrack Investment Management, Inc can be comprised of some blend of asset-based, hourly, fixed, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Intrack Investment Management, Inc Brokerage Details
$207,287,791
6
501
$413,748
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Myron Sopher Work History
Myron has been registered as a financial advisor for 28 years.*
Intrack Investment Management, Inc
Sopher Investment Management, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Myron Sopher to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Intrack Investment Management, Inc
South Burlington, VT
South Burlington, VT
South Burlington, VT
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