Managing Partner, President, CCO · Intrack Investment Management, Inc.
Myron R Sopher
CRD 2716110 · 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 Myron R Sopher on its Form ADV as Managing Partner, President, CCO, a control person.
Firms and roles
- Intrack Investment Management, Inc.Managing Partner, President, CCOWealth manager · South Burlington, VT · $276M in regulatory assets
AtlasMembers
Myron’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Lenore S. SopherTreasurer/secretary, Intrack Investment Management, Inc.
- Matthew D. JohnsonPartner and Portfolio Manager, 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 Myron’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.