Partner and Portfolio Manager · Intrack Investment Management, Inc.
Matthew D. Johnson
CRD 5282900 · Named on Form ADV at one SEC-registered adviser
At a glance
Intrack Investment Management, Inc., an SEC-registered wealth manager based in South Burlington, VT with $276 million in regulatory assets, lists Matthew D. Johnson on its Form ADV as Partner and Portfolio Manager, a control person.
Firms and roles
- Intrack Investment Management, Inc.Partner and Portfolio ManagerWealth manager · South Burlington, VT · $276M in regulatory assets
AtlasMembers
Matthew’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Myron R SopherManaging Partner, President, CCO, Intrack Investment Management, Inc.
- Lenore S. SopherTreasurer/secretary, Intrack Investment Management, Inc.
- Brett C. PeltzerPartner and Portfolio Manager, Intrack Investment Management, Inc.
- Matthew S SopherSenior Partner, Intrack Investment Management, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Matthew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.