Intrack Investment Management, Inc

Investment Advisor
in South Burlington, VT

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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

Series 65

Years Registered*

28 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees, Others

Office Location

1233 Shelburne Road, Suite D6B Same As 1
South Burlington, VT 05403

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Intrack Investment Management, Inc Brokerage Details

Total Assets Under Management


VT Average: $4,257,716,217
Total Number of Employees


VT Average: 30
Total Number of Accounts


VT Average: 868
Average Account Size


VT Average: $4,905,203

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.*

2015 - Present (9 years)

Intrack Investment Management, Inc

1991 - 2015 (24 years)

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.


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

Matthew Johnson
South Burlington, VT
Brett Peltzer
South Burlington, VT
Myron Sopher
South Burlington, VT

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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