← Back to searchVisit website
ATWATER MALICK
ATWATER MALICK, LLC
CRD 147972 · SEC 801-107806
201 GRANITE RUN DRIVE, SUITE 290, LANCASTER, PA, 17601, United States
Phone
(717) 400-1505
Fax
(717) 798-9908
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$687.4M
Discretionary AUM
$687.4M
Team
6 total employees; 2 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 122 | $52.7M |
| High net worth individuals | 163 | $498.6M |
| Pension/profit sharing plans | 10 | $133.0M |
| Charitable organizations | 2 | $1.7M |
States served
NC, PA, VA, TX, NH
All web addresses on file
Official SEC filing: View on IAPD