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Home > Retirement Planners > pennsylvania > lancaster > ATWATER MALICK
ATWATER MALICK
201 Granite Run Drive
Suite 290
Lancaster, Pennsylvania 17601
Tel: (717) 400-1505
About ATWATER MALICK
ATWATER MALICK, formally registered with the SEC as ATWATER MALICK. The firm was established in 05/10/2016. They have over 1 offices throughout the country.
ATWATER MALICK is a Lancaster, Pennsylvania based Financial Planning firm with nearly $586,640,333 assets under management, offering retirement planning & investment advisory services to 955 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 147972 |
| SEC# | 801-107806 |
| Assets Managed by Firm | $586,640,333 |
| No. of Clients | 955 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 955 | $586,640,333 |
| Individuals (other than high net worth individuals) | 118 | $52,716,528 |
| High net worth individuals | 153 | $421,045,934 |
| Pension and profit sharing plans | Fewer than 5 clients | $1,095,310 |
| Charitable organizations | Fewer than 5 clients | $3,291,754 |
| Corporations or other businesses | 6 | $108,490,807 |
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|---|---|---|---|
| $7,909,760,294,676 | 209 | 980 | |
| $501,645,588,245 | 80 | 101 | |
| $432,749,681,046 | 153 | 262 | |
| $194,796,322,013 | 93301 | 411 | |
| $190,960,333,268 | 377 | 657 |
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