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Home > Retirement Planners > massachusetts > norwell > CONTRAVISORY INVESTMENT MANAGEMENT, INC.
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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