Overview
Assets Under Management: $587 million
Headquarters: LANCASTER, PA
High-Net-Worth Clients: 153
Average Client Assets: $3 million
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