Marla K Schroeder
Investment adviser representative at Contravisory Investment Management, Inc.
10 yearsExperience
1 stateRegistered in
$701.7MFirm assets
53 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Contravisory Investment Management, Inc.Jan 2025 to now
- Orinda Union SchoolsJan 2015 to now
- HomemakerJan 2015 to Jan 2025
- Moraga SchoolsJan 2015 to Jan 2025
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CA).
Contravisory Investment Management, Inc.
$701.7MAssets managed
242Clients
5Advisers
53 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8038791
- Firm CRD
- 109767