Contravisory Investment Management, Inc.

Contravisory Investment Management, Inc. (CRD# 109767) is a financial advisory firm headquartered in Norwell, MA. They manage $589,922,515 in 627 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    590
    MILLION
  • Total Number of Accounts
    627
    ACCOUNTS
  • Average Account Value
    $940,865
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Security ratings or pricing services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, GA, IL, LA, MA, MD, ME, NE, NH, NY, OH, PA, RI, TX, VT

Financial Advisors at Contravisory Investment Management, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Francis P. Boland
CRD#: 25107
120 Longwater Drive, Suite 100, Norwell, MA 02061
93
Wealthminder
score

Francis Boland (CRD# 25107) is an Investment Advisor Representative working at Contravisory Investment Management, Inc. in Norwell, MA and has over 37 years of experience in the finance industry.

2
David M. Canal
CRD#: 3080959
120 Longwater Drive, Suite 100, Norwell, MA 02061
93
Wealthminder
score

David Canal (CRD# 3080959) is an Investment Advisor Representative working at Contravisory Investment Management, Inc. in Norwell, MA and has over 18 years of experience in the finance industry.

3
Philip A. Noonan
CRD#: 2052924
120 Longwater Drive, St 100, Norwell, MA 02061
93
Wealthminder
score

Philip Noonan (CRD# 2052924) is an Investment Advisor Representative working at Contravisory Investment Management, Inc. in Norwell, MA and has over 20 years of experience in the finance industry.

4
William M. Noonan
CRD#: 2305282
120 Longwater Drive, Suite 100, Norwell, MA 02061
93
Wealthminder
score

William Noonan (CRD# 2305282) is an Investment Advisor Representative working at Contravisory Investment Management, Inc. in Norwell, MA and has over 23 years of experience in the finance industry.

5
Matthew B. Sullivan
CRD#: 5479284
120 Longwater Drive, Suite 100, Norwell, MA 02061
93
Wealthminder
score

Matthew Sullivan (CRD# 5479284) is an Investment Advisor Representative working at Contravisory Investment Management, Inc. in Norwell, MA and has over 8 years of experience in the finance industry.

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