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Building 2CONTRAVISORY INVESTMENT MANAGEMENT, INC.

Map pinNORWELL, MA
Phone781-740-1786
NotebookSEC #801-9168
Total AUM
$701.7M
Employees
7
Clients
242

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
120 LONGWATER DRIVE
SUITE 100
NORWELL
MA 02061
United States
Operating Hours
9 AM - 4:30 PM
Monday - Friday
Phone
781-740-1786

ReceiptFinancials

Total AUM
$701.7M
Accounts
655
Discretionary
$640.4M
Accounts
652
Non-Discretionary
$61.4M
Accounts
3

ContactClients

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Individual Clients
139
AUM
$77.8M
HNW Individual Clients
88
AUM
$428.8M
Pooled Vehicle Clients
2
AUM
$91.5M
Pension/Profit Sharing Plan Clients
5
AUM
$27M
Charitable Organization Clients
5
AUM
$16.6M
Corporation or Business Clients
3
AUM
$60M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio ManagementSecurities Ratings
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTDCFLGAHIIAILMAMDMENCNHNJNYOHORPARITXVAVIVT

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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