Overview
Assets Under Management: $587 million
Headquarters: LANCASTER, PA
High-Net-Worth Clients: 153
Average Client Assets: $3 million
Frequently Asked Questions
ATWATER MALICK, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #147972), ATWATER MALICK, LLC is subject to fiduciary duty under federal law.
ATWATER MALICK, LLC is headquartered in LANCASTER, PA.
ATWATER MALICK, LLC serves 153 high-net-worth clients according to their SEC filing dated February 13, 2025. View client details ↓
According to their SEC Form ADV, ATWATER MALICK, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
ATWATER MALICK, LLC manages $587 million in client assets according to their SEC filing dated February 13, 2025.
According to their SEC Form ADV, ATWATER MALICK, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 153
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.77
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 955
Discretionary Accounts: 955
Regulatory Filings
CRD Number: 147972
Last Filing Date: 2025-02-13 00:00:00
Website: https://atwatermalick.com