Atwater Malick

RIASEC RegisteredEst. 2016

Total AUM

$687M

Discretionary

$687M

100% of AUM

Avg account

$726K

Accounts

947

Employees

Advisory reps

Firm details

Headquarters: Lancaster, Pennsylvania
CRD number: 147972
Registered since: May 10, 2016
Website: www.atwatermalick.com
Custodians: NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC., EMPOWER TRUST COMPANY, LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI72.54%
Pension & Profit Sharing Plans19.35%
Individuals7.67%
Charitable Organizations0.25%
Corporations / Businesses0.19%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Atwater Malick is an independent registered investment adviser organized as an LLC and operating since its SEC registration in 2016. The firm serves a mix of individuals, families and institutional clients, providing financial planning and discretionary portfolio management for both retail and business/institutional accounts. Its fee arrangements include asset-based fees, hourly billing and fixed-fee engagements. The firm does not describe itself as an active ESG investor, is not multi-state registered, and does not act as a capital allocator in the sense of running a fund-of-funds operation. Citywire included Atwater Malick in its 2020 "50 Growers Across America" list.