Woburn, MA Cedar Street Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Single Track Financial, Inc.
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Firm-wide stats for Single Track Financial, Inc.
About
Single Track Financial provides portfolio management, investment advisory, tax compliance, and wealth planning to individuals, trusts, estates, corporations and other business entities. The firm manages roughly $34 million across a small client base of about three dozen accounts.
The firm tailors portfolios to each client’s objectives and risk tolerance, using a mix of fundamental, technical and cyclical analysis and a combination of in-house and third‑party research. It implements strategies across individual stocks, mutual funds, ETFs, REITs and a range of fixed‑income instruments, at times purchasing FDIC‑insured certificates of deposit, and typically operates with discretionary authority and custody through Charles Schwab Advisor Services.
Single Track combines investment management with in‑house tax compliance and return preparation services and a management team that includes an advisor with an extensive background in tax law who continues to provide limited legal services separately. The brochure also discloses an affiliated principal’s consulting to private companies (with a stated policy not to invest client funds in those companies), a firm policy for pooled allocation of block trades, and that the firm does not vote client securities.
Based on Single Track Financial, Inc.
Location
10 Cedar Street, Suite 17
Woburn MA 01801
Advisors at this office
1
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