AUERBACH INVESTMENT SERVICES, LLC
Firm details
- Headquarters
- NARBERTH, Pennsylvania
- CRD number
- 290041
- Registered since
- March 17, 2026
- Website
- www.auerbachinvestment.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI79.27%
- Corporations / Businesses13.46%
- Individuals3.98%
- Pension & Profit Sharing Plans2.44%
- Charitable Organizations0.85%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Auerbach Investment Services, LLC is a privately owned limited liability company that provides advisory and insurance brokerage services to both individual/family and institutional clients. The firm’s advisory scope covers portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. Compensation is primarily fee-based, combining a percentage of assets under management with the option for performance-based fees. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities48%
- Cash & Cash Equivalents46%
- US Government Bonds6%
Contacts
2 of 2Jessica Kagin-Tropea
Investment Adviser RepresentativeCRD 4991108
Kevin Auerbach
Managing DirectorCRD 2622423
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NARBERTH, PA
MONTGOMERY
Location
NARBERTH, PA
Headquartered in NARBERTH, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- MONTGOMERY
- Address
- 111 Forrest Ave
- Time zone
- ET (UTC-5)
- Office locations
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