Invest Track Financial, LLC
Firm details
- Headquarters
- ,
- CRD number
- 323211
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI90.46%
- Individuals9.54%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Invest Track Financial, LLC is an independent registered investment adviser organized as an LLC that focuses on individual and family clients. The firm provides financial planning and discretionary portfolio management across retail and small-business relationships, and also offers portfolio management services to business or institutional entities. Its client fees are charged as a percentage of assets under management and via fixed-fee arrangements. Invest Track identifies as an active ESG investor and appears to rely on external managers for alternative strategies rather than acting as a primary capital allocator.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds51%
- Exchange Traded Equities27%
- US Government Bonds10%
- Cash & Cash Equivalents9%
- State & Local Bonds2%
Owners & executives
1 of 1
Timothy Geremia
CEO and CCOCRD 7622744
Contacts
1 of 1Alexandra Geremia
PresidentCRD 7622747
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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