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Auerbach Investment Services, LLC

● SEC registered since 2026CRD 290041SEC# 801-135554Narberth, PA
Export (members)
Reg. AUM
$150.2M
Employees
2
Accounts
112
Location
Narberth, PA

Auerbach Investment Services, LLC assets under management

Auerbach Investment Services, LLC is an investment advisory firm registered with the SEC based in Narberth, PA. The firm has been registered since 2026. It reports $150.2 million in regulatory assets under management and employs 2 people.
www.auerbachinvestment.comView on SEC.gov ↗

Auerbach Investment Services, LLC owners & executives

1 reported
NameTitleOwnershipSince
Kevin Michael Auerbach ControlPresident And CcoOver 75%2017

Frequently asked questions

How much does Auerbach Investment Services, LLC manage?

Auerbach Investment Services, LLC reports $150.2 million in regulatory assets under management on its Form ADV.

How many employees does Auerbach Investment Services, LLC have?

Auerbach Investment Services, LLC reports 2 employees.

Where is Auerbach Investment Services, LLC located?

Auerbach Investment Services, LLC is based in Narberth, PA and has been SEC-registered since 2026.

Does Auerbach Investment Services, LLC disclose fund performance?

Auerbach Investment Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address111 Forrest Avenue, First Floor, Narberth, PA 19072
Phone610-529-3000
Office hours9:00a.m.-5:00p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$146.4M
Non-discretionary$3.8M
Total (RAUM)$150.2M