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CONNORS INVESTOR SERVICES INC
CRD 106993File 801-6211
APPROVED
Retail clients
Custody
Filing as of Sep 9, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 9 | 10 | increased by1 |
| Apr 1, 2026 | Clients | 626 | 662 | increased by36 |
| Apr 1, 2026 | AUM | $1,203,741,788 | $1,281,082,279 | increased by$77,340,491 |
| Apr 1, 2026 | Accounts | 626 | 662 | increased by36 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 10 | 9 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 583 | 626 | increased by43 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,204,640,195 | $1,203,741,788 | decreased by$898,407 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 583 | 626 | increased by43 |
| Apr 1, 2022 | Clients | 548 | 583 | increased by35 |
| Apr 1, 2022 | AUM | $980,099,675 | $1,204,640,195 | increased by$224,540,520 |
| Apr 1, 2022 | Accounts | 548 | 583 | increased by35 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CONNORS INVESTOR” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CONNORS INVESTOR” may also match similarly-named firms). Confirm identity against each filing.
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.