I
CRD: 323211
Invest Track Financial, LLC
Wakefield, RI
4017871226
$61.2M Total AUM
$61.2M Disc. AUM
-- 3Y CAGR
2 Employees
30 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-12-2022
- Office Locations
- 1
Office Locations
-- Wakefield RI
About Invest Track Financial, LLC
Invest Track Financial, LLC is a Wakefield-based RIA. The firm has been operating for 3 years. Managing $61.2M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
60 AVG AGE
$30.6M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
3.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
3yrs Firm Age
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Asset Classes
Fusion foundation Foundation meridian Oak Catalyst matrix Signal summit Wave Capital peak
Investment Themes
Ridge glacier Beacon frontier Optima Wave
Investment Vehicles
Crest
Services
Eagle catalyst Delta optima Crest insight Horizon element Optima vital Vector Prime value
Owner & Executives
A
Alexandra Pauline Geremia
Chief Executive Officer, President
- CRD
- #7622747
- Ownership
- Less than 5%
(677) 324-9033
pioneer.ember@vertexcapital.com
in linkedin.com/in/summit-timber
T
Timothy Vincent Geremia
Chief Executive Officer
- CRD
- #7622744
- Ownership
- Less than 5%
(959) 285-8233
atlas.capital@radialcapital.com
in linkedin.com/in/insight-harbor
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $61,205,713 | -- |
| Non-Discretionary | $0 | -- |
| Total | $61,205,713 | -- |
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Separately Managed Accounts
Total SMA Asset: $61,205,713
Public Funds:
25.4% Equity - Exchange:
6.2% U.S. Government/Agency:
10.7% Cash:
23.7% Municipal Bonds:
20.8% Corporate - Investment Grade:
13.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $516,780,114 | 25.4% |
| Equity - Exchange | $126,143,177 | 6.2% |
| U.S. Government/Agency | $217,698,709 | 10.7% |
| Cash | $482,192,469 | 23.7% |
| Municipal Bonds | $423,190,015 | 20.8% |
| Corporate - Investment Grade | $268,562,894 | 13.2% |
| Total | $2,034,567,378 | 100.0% |