Adviser Profile
| As of Date | 03/19/2026 |
| Registration status | Registration Changed to AUERBACH INVESTMENT SERVICES, LLC |
| ADV Location | NARBERTH, PA, United States |
| Contact Info | 610 xxxxxxx |
| Websites |
| AUM* | 150,199,334 170% |
| of that, discretionary | 146,426,937 175% |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,341,065 213% |
| % High Net Worth | 53.13% -20% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
1
1
1
1
Private Funds
No private funds