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Auerbach Investment Services, LLC

EST. AUM
$150,199,334

CONTACTS

CLIENT ACCOUNTS
112

Firm Details

Metro area Philadelphia
CRD Number 290041
Website auerbachinvestment.com
Client types

Overview

Auerbach Investment Services, LLC is an independent registered investment advisor that provides customized portfolio management and financial planning services to high-net-worth individuals, institutions, and pension clients. The firm emphasizes actively managed portfolios built using independent research and a broad range of securities, including stocks, bonds, ETFs, and other instruments. Its investment approach focuses on unbiased advice, avoiding proprietary products and conflicts of interest, while tailoring strategies to client-specific risk and long-term objectives. The firm manages approximately $150 million in assets under management and serves a concentrated base of high-net-worth clients.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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