Contravisory Investment Management, Inc.

Contravisory Investment Management, Inc. (CRD# 109767) is a financial advisory firm headquartered in Norwell, MA. They manage $551,033,073 in 559 accounts and serve the financial needs of clients across 21 states (or territories).

Current Firm Details
120 Longwater Drive, Suite 100, Norwell, MA 02061
http://youtube.com
By the Numbers
  • Total Assets Under Management
    551
    MILLION
  • Total Number of Accounts
    559
    ACCOUNTS
  • Average Account Value
    $985,748
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • 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
The map below shows states where this firm has explicit registration only.

CA, CO, CT, DC, FL, GA, IL, MA, MD, ME, NC, NH, NJ, NY, OH, PA, RI, TX, VA, VI, VT

Financial Advisors at Contravisory Investment Management, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
David Canal, financial advisor Norwell MA
David M. Canal
CRD#: 3080959
120 Longwater Drive, Suite 100, Norwell, MA 02061

David Canal (CRD# 3080959) is an Investment Advisor Representative working at Contravisory Investment Management, Inc. in Norwell, MA and has over 25 years of experience in the finance industry.

2
Philip Noonan, financial advisor Norwell MA
Philip A. Noonan
CRD#: 2052924
120 Longwater Drive, St 100, Norwell, MA 02061

Philip Noonan (CRD# 2052924) is an Investment Advisor Representative working at Contravisory Investment Management, Inc. in Norwell, MA and has over 28 years of experience in the finance industry.

3
William Noonan, financial advisor Norwell MA
William M. Noonan
CRD#: 2305282
120 Longwater Drive, Suite 100, Norwell, MA 02061

William Noonan (CRD# 2305282) is an Investment Advisor Representative working at Contravisory Investment Management, Inc. in Norwell, MA and has over 31 years of experience in the finance industry.

4
Matthew Sullivan, financial advisor Norwell MA
Matthew B. Sullivan
CRD#: 5479284
120 Longwater Drive, Suite 100, Norwell, MA 02061

Matthew Sullivan (CRD# 5479284) is an Investment Advisor Representative working at Contravisory Investment Management, Inc. in Norwell, MA and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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