Invest Track Financial, LLC

Invest Track Financial, LLC (CRD# 323211) is a financial advisory firm headquartered in Narragansett, RI. They manage $46,042,162 in 59 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

91 Point Judith Rd. Suite 26, #328, Narragansett, RI 02882

By the Numbers

Total Assets Under Management

46

MILLION
Total Number of Accounts

59

ACCOUNTS
Average Account Value

$780,376

Compensation Options

A percentage of assets under your management
Fixed fees (other than subscription fees)

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses (other than small businesses) or institutional clients

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at Invest Track Financial, LLC

Showing 1 - 2 of 2 top financial advisors.

Alexandra P. Geremia

CRD#: 7622747

Wakefield, RI

Alexandra Geremia (CRD# 7622747) is an Investment Advisor Representative working at Invest Track Financial, LLC in Wakefield, RI and has 1 year of experience in the finance industry.

Timothy V. Geremia

CRD#: 7622744

Wakefield, RI

Timothy Geremia (CRD# 7622744) is an Investment Advisor Representative working at Invest Track Financial, LLC in Wakefield, RI and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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