RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
K•••• A•••••••
- Business email
- kevin@auerbachinvestment.comreportedauerbachinvestment.comfirm site, Sep 17, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- A••••••• I••••••••• S•••••••• L•• independent RIA currentsince Nov 13, 2017 · Narberth, Pa
- A••••••• I••••••••• S•••••••• L•• independent RIANov 6, 2017 to Dec 31, 2017 · Narberth, Pa
- B••••••••• C•••••• M••••••••• L•• independent RIAOct 18, 2016 to Dec 31, 2017 · Merion Station, Pa
- E•••• I••••••••• P•••••••• L•• independent RIAJan 4, 2016 to Dec 31, 2016 · Berwyn, Pa
- C•• C•••••• M••••••••• G••••• I••• independent RIAJan 2, 2014 to Dec 21, 2015 · Malvern, Pa
- K•• F•••••••• G•••• unclassifiedJan 14, 2005 to Dec 31, 2013 · Bala Cynwyd, Pa
- K•• F•••••••• G•••• unclassifiedMay 11, 2004 to Dec 31, 2004 · Bala Cynwyd, Pa
- B••••••••• C•••••• M••••••••• L•• to A••••••• I••••••••• S•••••••• L••left Dec 31, 2017, registered Nov 6, 2017 (-55 days) · Other
- E•••• I••••••••• P•••••••• L•• to B••••••••• C•••••• M••••••••• L••left Dec 31, 2016, registered Oct 18, 2016 (-74 days) · Other
- C•• C•••••• M••••••••• G••••• I••• to E•••• I••••••••• P•••••••• L••left Dec 21, 2015, registered Jan 4, 2016 (14 days) · Other
- K•• F•••••••• G•••• to C•• C•••••• M••••••••• G••••• I•••left Dec 31, 2013, registered Jan 2, 2014 (2 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 31derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address