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- Custodian
- Charles Schwab & Company ยท State Street
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-30-2002
- Office Locations
- 1
Office Locations
About ON Track Financial LLC
On Track Financial LLC is a New Hampshire-based, owner-operated advisory firm led by sole owner/planner Eric Sanborn (39 years in financial services; 25 as an independent investment advisor). The firm helps families across New England with investment guidance and estate planning, building diversified portfolios tailored to client goals and risk tolerance, alongside broader planning that may include retirement, tax, and insurance considerations. Custody includes Charles Schwab.
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Owner & Executives
ERIC JASON SANBORN
ADVISOR, Owner, President
- CRD
- #1539881
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $78,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $78,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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