Auerbach Investment Services, LLC

Auerbach Investment Services, LLC (CRD# 290041) is a financial advisory firm headquartered in Narberth, PA. They manage $55,729,337 in 130 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
111 Forrest Avenue, First Floor, Narberth, PA 19072
http://www.auerbachinvestment.com
By the Numbers
  • Total Assets Under Management
    56
    MILLION
  • Total Number of Accounts
    130
    ACCOUNTS
  • Average Account Value
    $428,687
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, PA, TX

Financial Advisors at Auerbach Investment Services, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Kevin Auerbach, financial advisor Narberth PA
Kevin Auerbach
CRD#: 2622423
111 Forrest Avenue, First Floor, Narberth, PA 19072

Kevin Auerbach (CRD# 2622423) is an Investment Advisor Representative working at Auerbach Investment Services, LLC in Narberth, PA and has over 28 years of experience in the finance industry.

2
Jessica Kagin-Tropea, financial advisor Narberth PA
Jessica Kagin-Tropea
CRD#: 4991108
111 Forrest Avenue, First Floor, Narberth, PA 19072

Jessica Kagin-Tropea (CRD# 4991108) is an Investment Advisor Representative working at Auerbach Investment Services, LLC in Narberth, PA and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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