C
CRD: 154958
Contrary Investment Advisors
Bloomfield, NJ
7035600929
$104.0M Total AUM
$104.0M Disc. AUM
-- 3Y CAGR
1 Employees
89 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-23-2010
- Office Locations
- 1
Office Locations
-- Bloomfield NJ
About Contrary Investment Advisors
Contrary Investment Advisors is a Bloomfield-based RIA. The firm has been operating for 15 years. Managing $104.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Charitable Giving, Estate Planning.
Team overview
-- AVG AGE
$104.0M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
15.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Investment Themes
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Investment Vehicles
Atlas ember
Services
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Owner & Executives
Daniel Lawrence Simonds
Chief Compliance Officer, Managing Member
- CRD
- #2688639
- Ownership
- 75% or more
(204) 475-1335
meridian.vector@pioneercapital.com
in linkedin.com/in/summit-pioneer
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $104,041,782 | -- |
| Non-Discretionary | $0 | -- |
| Total | $104,041,782 | -- |
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Separately Managed Accounts
Total SMA Asset: $104,041,782
Equity - Exchange:
29.8% Public Funds:
31.4% Cash:
8.1% Equity - OTC:
11.7% U.S. Government/Agency:
19.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,635,018,054 | 29.8% |
| Public Funds | $1,722,804,258 | 31.4% |
| Cash | $444,417,659 | 8.1% |
| Equity - OTC | $641,936,619 | 11.7% |
| U.S. Government/Agency | $1,042,461,175 | 19.0% |
| Total | $5,486,637,765 | 100.0% |