Auerbach Investment Services, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Narberth, PA. Its latest Form ADV filing, dated March 26, 2026, reports $150M in regulatory assets under management, 2 employees, and 112 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 56.7% of total clients.
Top client categories% of clientsClients
1
HNWI
56.7%
34
2
Individuals
28.3%
17
3
Corporations
15.0%
9
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$150Mas of March 26, 2026
Discretionary97.5%
$146M
97% of total RAUM97.5%
Non-discretionary2.5%
$4M
3% of total RAUM2.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$150M
Total Accounts112
10Y AUM Change—
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee30:1
10Y Employee Change—
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.