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CONTRAVISORY INVESTMENT MANAGEMENT, INC.
CONTRAVISORY INVESTMENT MANAGEMENT, INC.
NORWELL, Massachusetts
·
3 registered advisors
·
CRD# 109767
SEC# 801-9168
0
781-740-1786
01
Firm Overview
AUM
$551M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Educational seminars/workshops
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Financial Education
04
Advisors at CONTRAVISORY INVESTMENT MANAGEMENT, INC.
3 registered advisors
Matthew Brian Sullivan
NORWELL, Massachusetts
CRD# 5479284
Philip Anthony Noonan
NORWELL, Massachusetts
CRD# 2052924
William Mark Noonan
NORWELL, Massachusetts
CRD# 2305282
05
Office Locations
NORWELL, Massachusetts
3 advisors
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Data sourced from SEC Form ADV filings. CONTRAVISORY INVESTMENT MANAGEMENT, INC. (CRD# 109767) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.