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AUERBACH INVESTMENT SERVICES, LLC
CRD 290041 · SEC 801-135554
111 FORREST AVENUE, FIRST FLOOR, NARBERTH, PA, 19072, United States
Phone
610-529-3000
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$150.2M
Discretionary AUM
$146.4M
Team
2 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-05-15
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 17 | $6.0M |
| High net worth individuals | 34 | $119.1M |
| Corporations/business entities | 9 | $20.2M |
States served
AL, NY, PA, TX
All web addresses on file
Official SEC filing: View on IAPD