CONTRAVISORY INVESTMENT MANAGEMENT, INC.

120 Longwater Drive
Suite 100
Norwell, Massachusetts 02061
Tel: 781-740-1786

About CONTRAVISORY INVESTMENT MANAGEMENT, INC.

CONTRAVISORY INVESTMENT MANAGEMENT, INC, formally registered with the SEC as CONTRAVISORY INVESTMENT MANAGEMENT, INC. The firm was established in 03/25/1973. They have over 1 offices throughout the country.

CONTRAVISORY INVESTMENT MANAGEMENT, INC. is a Norwell, Massachusetts based Financial Planning firm with nearly $551,033,073 assets under management, offering retirement planning & investment advisory services to 559 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	109767
SEC#	801-9168
Assets Managed by Firm	$551,033,073
No. of Clients	559
No. of Advisors	6

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Security ratings or pricing services

Firm Client Information

	No. of Clients	AUM
Firm Total	559	$551,033,073
Individuals (other than high net worth individuals)	102	$48,509,179
High net worth individuals	84	$337,639,546
Pension and profit sharing plans	5	$22,283,489
Charitable organizations	5	$10,550,868
Corporations or other businesses	3	$50,728,960

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