CRD: 106993
Connors Investor Services INC
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- Custodian
- Charles Schwab & Company · Morgan Stanley · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-01-1969
- Office Locations
- 2
Office Locations
About Connors Investor Services INC
Connors Investor Services Inc is a Wyomissing, PA RIA serving business owners, entrepreneurs, and retirees with integrated financial planning and investment management, including tax/estate planning and insurance coordination. Portfolios are built largely with ETFs alongside fixed income and risk-managed asset-allocation approaches. The firm runs ETF-heavy SMAs and custody includes Charles Schwab and Morgan Stanley.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
CRM
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
PETER JAMES CONNORS
DIRECTOR, Investment Advisor Representative, President, TREASURER
- CRD
- #4342038
- Ownership
- 50% but less than 75%
MARLIN MILLER
DIRECTOR, President
- CRD
- --
- Ownership
- 10% but less than 25%
Showing 2 of 17 owners & executives
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Benjamin Robert Connors
Operations & Client Service
- CRD
- #8001264
Showing 1 of 18 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,281,082,279 | $1,935,170 |
| Non-Discretionary | $0 | -- |
| Total | $1,281,082,279 | $1,935,170 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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