Auerbach Investment Services, LLC
● SEC registered since 2026CRD 290041SEC# 801-135554Narberth, PA
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.
Auerbach Investment Services, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kevin Michael Auerbach Control | President And Cco | Over 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
| Address | 111 Forrest Avenue, First Floor, Narberth, PA 19072 |
| Phone | 610-529-3000 |
| Office hours | 9:00a.m.-5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$150.2MNo change
Feb '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 83%
Larger than 17% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$150.2Mregulatory AUM
Discretionary $146.4MNon-discretionary $3.8M