CONNORS INVESTOR SERVICES INC

RIASEC RegisteredEst. 1969
Total AUM
$1.3B
Discretionary
$1.3B
100% of AUM
Avg account
$1.9M
Accounts
662
Employees
10
Advisory reps
18

Firm details

Headquarters
WYOMISSING, Pennsylvania
CRD number
106993
Registered since
December 25, 1969
Website
www.connorsinvestor.com
Custodians
CHARLES SCHWAB & CO., INC., MORGAN STANLEY & CO. LLC
Fee structure
Percentage of AUM
Client types
  • HNWI60.68%
  • Charitable Organizations10.27%
  • Pooled Investment Vehicles9.07%
  • Individuals6.95%
  • Investment Companies4.46%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Connors Investor Services Inc is a privately held corporate RIA that has been SEC-registered since 1969. The firm functions as a multi-faceted manager with activity across hedge fund and venture capital strategies while also providing more traditional portfolio management. Its client base includes individuals and families as well as institutional investors, and its fee model is percentage-of-AUM. The firm’s advisory remit spans portfolio management for individuals/small businesses, pooled investment vehicles, investment companies and institutions, and the selection of other advisers. Connors also appears in sponsor/GP and managing-member roles for pooled vehicles, indicating it both advises and operates private funds it sponsors.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 75%, Investment Grade Corp Bonds 9%, Derivatives 8%, Cash & Cash Equivalents 5%, State & Local Bonds 2%, Public Funds/Mutual Funds 1%75%
  • Exchange Traded Equities75%
  • Investment Grade Corp Bonds9%
  • Derivatives8%
  • Cash & Cash Equivalents5%
  • State & Local Bonds2%

Owners & executives

2 of 2

  • DEBORA COVELL

    Vice President, Chief Compliance OfficerCRD 4352781

  • RUSSELL FULLER

    President and CIOCRD 215673

Contacts

3 of 16

  • BRIAN MCCOY

    Vice PresidentCRD 2140182

  • RONALD SEHER

    ShareholderCRD 418078

  • MARLIN MILLER

    Vice PresidentCRD 4342005

Unlock 13 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 20

Active vs passive

$87.9M in ETFs

Passive

100%

$87.9M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$41.1M63,25146.81%
Unlock additional holdings →

Location

Primary office

WYOMISSING, PA

BERKS

Location

WYOMISSING, PA

Headquartered in WYOMISSING, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
BERKS
Address
1210 Broadcasting Rd
Time zone
ET (UTC-5)
Office locations

Similar firms

LOUNTZIS ASSET MANAGEMENT, LLC

RIA

WYOMISSING, PA

AUM $624MTEAM 5REPS 3

WEIK CAPITAL MANAGEMENT

RIA

WYOMISSING, PA

AUM $335MTEAM 8REPS 6

ALLIANCE FINANCIAL

RIA

WYOMISSING, PA

AUM $272MTEAM 6REPS 5

ATLAS WEALTH PARTNERS LLC

RIA

WYOMISSING, PA

AUM $234MTEAM 3REPS 2

WALSKY INVESTMENT MANAGEMENT INC

RIA

WYOMISSING, PA

AUM $130MTEAM 2REPS 2

SCHUYLKILL FINANCIAL, LLC

RIA

WYOMISSING, PA

AUM $124MTEAM 2REPS 2
More RIAs in WYOMISSING →All Pennsylvania RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth