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Building 2AUERBACH INVESTMENT SERVICES, LLC

Map pinNARBERTH, PA
Phone610-529-3000
NotebookSEC #801-135554
Total AUM
$150.2M
Employees
2
Clients
62

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
111 FORREST AVENUE
FIRST FLOOR
NARBERTH
PA 19072
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
610-529-3000

ReceiptFinancials

Total AUM
$150.2M
Accounts
112
Discretionary
$146.4M
Accounts
110
Non-Discretionary
$3.8M
Accounts
2

ContactClients

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Individual Clients
17
AUM
$6M
HNW Individual Clients
34
AUM
$119.1M
Pension/Profit Sharing Plan Clients
1
AUM
$3.7M
Charitable Organization Clients
1
AUM
$1.3M
Corporation or Business Clients
9
AUM
$20.2M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
ALNYPATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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