Investment adviser · CRD 290041
AUERBACH INVESTMENT SERVICES, LLC
Investment adviser filing (IA)
NARBERTH, PA, United States · Form ADV filed May 15, 2026
- Regulatory AUM
- $150M Form ADV · Item 5.F
- Client accounts
- 112 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 34 | $119,069,177 | 79.3% |
| Corporations & businesses | 9 | $20,221,934 | 13.5% |
| Individuals | 17 | $5,970,454 | 4.0% |
| Retirement plans | Fewer than 5 | $3,663,082 | 2.4% |
| Charities | Fewer than 5 | $1,274,687 | 0.8% |
Filing source
Form ADV 2106037 · May 15, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 15, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Pension consulting
Compensation
Percentage of assets · Performance-based
Principal office
111 FORREST AVENUE, FIRST FLOORNARBERTH, PA, 19072, United States
CRD 290041
Filing source
Form ADV 2106037 · May 15, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.