Connors Investor Services Inc

RIASEC RegisteredEst. 1969

Total AUM

$1.3B

Discretionary

$1.3B

100% of AUM

Avg account

$1.9M

Accounts

662

Employees

Advisory reps

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 operates as a multi-strategy manager with hedge fund and venture capital activities alongside other advisory services. Its clientele spans individuals and families as well as institutional investors. The firm charges fees as a percentage of assets under management and offers portfolio management across individuals, pooled vehicles, investment companies and institutional accounts, including the selection of sub‑advisers. Connors does not identify as an active ESG investor. The firm also serves in sponsor and general partner roles for pooled vehicles and functions as a trust company sponsor in some capacities, indicating direct involvement in private fund formation and management as well as third‑party adviser selection.