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 that focuses on fee-based wealth management for individuals, families and institutional clients. The firm combines financial planning with discretionary portfolio management and serves both private clients and small business or institutional accounts. Its stated preference is equities, and its managed portfolios rely heavily on exchange-traded securities alongside traditional mutual funds. Service offerings include hourly and fixed-fee planning engagements as well as percentage-of-AUM advisory relationships. The firm does not position itself as a capital allocator or pension consultant and is not flagged as an active ESG investor. Atwater Malick was registered with the SEC in 2016 and operates as a limited liability company under individual ownership. The firm received recognition from Citywire in 2020 as one of its “50 Growers Across America.”