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CONTRAVISORY INVESTMENT MANAGEMENT, INC.
CRD 109767 · SEC 801-9168
120 LONGWATER DRIVE, SUITE 100, NORWELL, MA, 02061, United States
Phone
781-740-1786
Fax
781-749-4910
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$701.7M
Discretionary AUM
$640.4M
Team
7 total employees; 4 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
Org form
Corporation
Filing date
2026-05-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Security ratings
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 139 | $77.8M |
| High net worth individuals | 88 | $428.8M |
| Pooled investment vehicles | 2 | $91.5M |
| Pension/profit sharing plans | 5 | $27.0M |
| Charitable organizations | 5 | $16.6M |
| Corporations/business entities | 3 | $60.0M |
States served
VT, CA, CO, DC, GA, IL, IA, ME, MD, MA, NJ, NY, NC, OH, OR, PA, RI, VA, VI, TX, NH, HI, CT, FL
All web addresses on file
Official SEC filing: View on IAPD