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Building 2CONNORS INVESTOR SERVICES INC

Map pinWYOMISSING, PA
Phone610-376-7418
NotebookSEC #801-6211
Total AUM
$1.3B
Employees
10
Clients
662

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1210 BROADCASTING ROAD
SUITE 200
WYOMISSING
PA 19610-3213
United States
Operating Hours
8:30 A.M. TO 5:00 P.M.
Monday - Friday
Phone
610-376-7418

ReceiptFinancials

Total AUM
$1.3B
Accounts
662
Discretionary
$1.3B
Accounts
662
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
224
AUM
$89M
HNW Individual Clients
367
AUM
$777.3M
Investment Company Clients
1
AUM
$57.2M
Pooled Vehicle Clients
7
AUM
$116.2M
Pension/Profit Sharing Plan Clients
10
AUM
$21.8M
Charitable Organization Clients
28
AUM
$131.6M
Government Entity Clients
11
AUM
$52.2M
Corporation or Business Clients
14
AUM
$35.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGAILLAMAMDMINCNHNJNMNYPATXVAWV

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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