RIA Intel›Advisers›Massachusetts›SINGLE TRACK FINANCIAL, INC.

SINGLE TRACK FINANCIAL, INC.

Advisory

WOBURN, MA

Data as of Jan 2, 2026 · Source: SEC Form ADV

Rank in MA

#1,250

of 1,590 advisers by AUM

Average account

$918K

across 37 accounts

AUM per adviser

$34M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 2, 2026.

Total AUM

$34M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$34M

Discretionary AUM$34M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients34

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InMA, NH

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

34 clients

21 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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CSV CAPITAL MANAGEMENT LTD.

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