CRD: 290041
Auerbach Investment Services, LLC
$150.2M Total AUM
$146.4M Disc. AUM
-- 3Y CAGR
2 Employees
61 ADV. Clients
8 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- FrontierPioneer +more
- Established Date
- 11-06-2017
- Office Locations
- 1
Office Locations
111 Forrest Avenue First Floor Narberth PA
About Auerbach Investment Services, LLC
Auerbach Investment Services is a boutique wealth management and investment planning firm led by Managing Director Kevin Auerbach (ChFC, CLU; 30+ years in financial services). The firm emphasizes transparent, objective advice for individuals and business owners, with portfolio construction and asset-allocation work that often uses ETFs alongside cash and U.S. government bonds, including accounts custodied at Interactive Brokers.
Team overview
45 AVG AGE
$150.2M AVG AUM / ADVISOR
$2.5M AVG AUM / CLIENT
5.8 yrs AVG TENURE
2 Employees
1 Advisory Reps
2 RIA Reps
8yrs Firm Age
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Asset Classes
Zenith Quantum Matrix Optima
Client Personas
Atlas Unison capital
Custodian
Harbor atlas Wave Crest Momentum
Investment Themes
North Prime Capital capital
Investment Vehicles
Glacier
Services
Bridge Focus Beacon Beacon Meridian Matrix bridge Vital optima Bridge ridge Ember fusion Legacy
Technology
Alpha Pioneer Fusion ember
Owner & Executives
Kevin Auerbach
Chief Compliance Officer, Managing Director, President
- CRD
- #2622423
- Ownership
- 75% or more
(935) 635-5038
vital.crest@focuscapital.com
in linkedin.com/in/element-peak
Showing 1 of 1 owners & executives
Unlock allContacts
J
Jessica Kagin-Tropea
--
- CRD
- #4991108
(977) 391-1417
frontier.vital@bridgecapital.com
in linkedin.com/in/meridian-legacy
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $146,426,937 | $1,331,154 |
| Non-Discretionary | $3,772,397 | $1,886,199 |
| Total | $150,199,334 | $1,341,065 |
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Separately Managed Accounts
Total SMA Asset: $150,199,334
Equity - Exchange:
48.3% Cash:
29.3% U.S. Government/Agency:
22.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,225,998,860 | 48.3% |
| Cash | $2,563,597,652 | 29.3% |
| U.S. Government/Agency | $1,959,883,529 | 22.4% |
| Total | $8,749,480,041 | 100.0% |