Auerbach Investment Services, LLC
Auerbach Investment Services, LLC is an SEC-registered ria in Narberth, PA with $150.2M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Auerbach Investment Services, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 290041, SEC 801-135554, data through 2026-05-15.
- AUM (assets under management / regulatory AUM)
- $150.2M (2026-05-15)
- Firm type
- Ria
- Location
- Narberth, PA
- Employees
- 2
- Clients
- 60
- CRD
- 290041
- Ownership
- AUERBACH, KEVIN, MICHAEL
How much AUM does Auerbach Investment Services, LLC have?
Auerbach Investment Services, LLC reported $150.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-15).
Who owns Auerbach Investment Services, LLC?
Disclosed owners and executives of Auerbach Investment Services, LLC include AUERBACH, KEVIN, MICHAEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.