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AUERBACH INVESTMENT SERVICES, LLC

dba AUERBACH INVESTMENT SERVICES, LLC · CRD 290041 · Registered Investment Adviser

AUERBACH INVESTMENT SERVICES, LLC is a Registered Investment Adviser headquartered in NARBERTH, PA. The firm reports $150,199,334 in regulatory assets under management across 112 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$146,426,937
Non-discretionary$3,772,397
Total RAUM$150,199,334
Accounts112

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 290041. adviserinfo.sec.gov/firm/summary/290041.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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