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 corporation that has been SEC-registered since 1969 and combines fund management with advisory services for individuals, families and institutions. The firm operates a mix of in-house pooled vehicles and third‑party allocations, with activity spanning hedge fund and venture capital strategies alongside more traditional equity management. Revenue is generated on a percentage‑of‑AUM basis. On the advisory side the firm provides portfolio management for individuals and small businesses, investment companies, pooled investment vehicles and institutions, and it also performs selection of other advisers. Connors is not positioned as an ESG-focused investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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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

    Debora Covell

    Vice President, Chief Compliance OfficerCRD 4352781

  • Russell Fuller

    President and CIOCRD 215673

Contacts

3 of 16
  • Robert Hahn

    Robert Hahn

    Portfolio ManagerCRD 4307771

  • Peter Connors

    Peter Connors

    PresidentCRD 4342038

  • Ryan Mccallum

    Ryan Mccallum

    Vice PresidentCRD 5064217

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 19

Active vs passive

$105M in ETFs

Passive

100%

$105M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$44.4M59,46242.27%
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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth