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- Custodian
- BNY Mellon · Empower · Nationwide
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-11-2014
- Office Locations
- 1
Office Locations
About Trac Asset Management LLC
TRAC Asset Management LLC, part of TRAC Financial Services in Oak Brook, IL, provides investment management and financial planning, including portfolio construction, asset allocation, and risk management, and also offers insurance and consulting services. The firm serves retail clients such as entrepreneurs and implements its managed accounts primarily using ETFs, with custody relationships including BNY Mellon.
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Owner & Executives
CLAYTON CHARLES LAWRIE
COMPLIANCE OFFICER, Investment Advisor Representative
- CRD
- #3246472
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,462,577 | -- |
| Non-Discretionary | $76,928,389 | -- |
| Total | $86,390,966 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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