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AUERBACH INVESTMENT SERVICES, LLC

NARBERTH, PA · CRD 290041 · IAPD ↗ · auerbachinvestment.com · 610-529-3000

$150.2MRegulatory AUM
1Advisory reps
2Employees
1Clients
n/aPlanning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
April 2026 — AUERBACH INVESTMENT SERVICES, LLC (NARBERTH, PA) is newly SEC-registered with $150.2M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.