Contravisory Research & Management Corp. (Hingham)

Name: Contravisory Research & Management Corp.
Address: 99 Derby Street, Hingham, MA, 02043
Telephone: 781-740-1786

Contravisory Research & Management Corp. is a large advisory firm based in Hingham. It manages $793 million of regulatory assets for 352 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, Illinois, Massachusetts, and 3 other states.

Contravisory Research & Management Corp provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Contravisory Research & Management Corp: assets under management

The assets under management (AUM) of Contravisory Research & Management Corp. is $793 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1316% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $793 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.25 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Contravisory Research & Management Corp. for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Contravisory Research & Management Corp.

Jr. George Edward Noonan has been acting as President since 1 Oct 1972. William Mark Noonan joined the executive team most recently as the President/Ceo.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jr. George Edward Noonan	President	1 Oct 1972	75% - 100%	4351158
William Mark Noonan	Vice president	1 Nov 1996	Other	2305282
Philip Anthony Noonan	Vice president	1 Jan 1999	Other	2052924
Jr. George Edward Noonan	Chairman	1 Jul 2006	Other	4351158
William Mark Noonan	President/ceo	1 Jul 2006	50% - 75%	2305282
Philip Anthony Noonan	Chief operating officer/chief compliance officer	1 Jul 2006	50% - 75%	2052924

Based in Hingham

The principal office where Contravisory Research & Management Corp. performs its advisory services is located at 99 Derby Street, Hingham, MA 02043, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 781-740-1786 or by fax 781-749-4910. The normal business hours are 9 am - 5 pm on Monday - Friday. You can find more information about the New York firm at www.contravisory.com.