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CONNORS INVESTOR SERVICES INC
CRD 106993File 801-6211
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.28B
Above cohort median (national)
Discretionary AUM
$1.28B
Clients
662
662 accounts
Employees
10
Above cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Dec 25, 1969
- Principal office
- 1210 BROADCASTING ROAD, SUITE 200, WYOMISSING, PA, 19610-3213
- Phone
- 610-376-7418
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.28B
- Discretionary AUM
- $1.28B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 662
- Non-discretionary accounts
- 0
- Total accounts
- 662
- AUM per client
- $1.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 14 | $35.8M |
| Investment companies | 1 | $57.2M |
| Charitable organizations | 28 | $131.6M |
| High net worth individuals | 367 | $777.3M |
| Pooled investment vehicles | 7 | $116.2M |
| Pension and profit sharing plans | 10 | $21.8M |
| State or municipal government entities | 11 | $52.2M |
| Individuals (other than high net worth individuals) | 224 | $89.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.