CONTRAVISORY INVESTMENT MANAGEMENT, INC. - Financial Advisor in Massachusetts, Norwell

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

About CONTRAVISORY INVESTMENT MANAGEMENT, INC.

CONTRAVISORY INVESTMENT MANAGEMENT, INC. is a Norwell, Massachusetts based financial advisory firm with nearly $551,033,073 in assets under management and provides investment advisory services for 559 clients. There are currently 6 financial advisors at the firm.

General Information

Firm CRD#:

109767

Firm SEC#:

801-9168

Assets Under Management:

$551,033,073

No. of Clients:

559

No. of Advisors:

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

Fee Structure:

A percentage of AUM, Performance Based

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Top Financial Advisory Firms in Massachusetts, Norwell

FirmCRD#:171813

SEC#:801-79902

No. of Advisors:4

No. of Clients:455

AUM:$258,977,565

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

DIVERSIFIED FINANCIAL MANAGEMENT

171813

801-79902

455

$258,977,565

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