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CONNORS INVESTOR SERVICES INC

1210 Broadcasting Road
Suite 200
Wyomissing, Pennsylvania 19610-3213
Tel: 610-376-7418

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About CONNORS INVESTOR SERVICES INC

CONNORS INVESTOR SERVICES INC, formally registered with the SEC as CONNORS INVESTOR SERVICES INC. The firm was established in 12/25/1969. They have over 1 offices throughout the country.

CONNORS INVESTOR SERVICES INC is a Wyomissing, Pennsylvania based Financial Planning firm with nearly $1,052,513,445 assets under management, offering retirement planning & investment advisory services to 613 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#106993
SEC#801-6211
Assets Managed by Firm$1,052,513,445
No. of Clients613
No. of Advisors9

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total613$1,052,513,445
Individuals (other than high net worth individuals)230$97,047,811
High net worth individuals306$572,797,803
Pension and profit sharing plans10$20,030,284
Charitable organizations34$119,093,609
Corporations or other businesses13$57,363,118

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VANGUARD ADVISERS, INC.
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SEI INVESTMENTS MANAGEMENT CORP
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