AUERBACH INVESTMENT SERVICES, LLC

AUERBACH INVESTMENT SERVICES, LLC of NARBERTH, PA is an SEC-registered investment adviser (CRD 290041). Regulatory assets under management: $150.2M.

Registration

• CRD: 290041
• SEC file number: 801-135554
• Type: Registered investment adviser
• Location: 111 FORREST AVENUE, FIRST FLOOR, NARBERTH, PA, 19072
• Phone: 610-529-3000
• Latest filing: 2026-05-15
• Regulatory AUM: $150.2M
• Discretionary AUM: $146.4M
• Non-discretionary AUM: $3.8M
• Clients: 2
• Accounts: 112

Business model

Compensation: % of AUM, Performance.

Clients served: High net worth, Pooled vehicles, Pensions.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 290041 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search