Atwater Malick, LLC
● SEC registered since 2016CRD 147972SEC# 801-107806Lancaster, PA
Reg. AUM
$687.4M
Employees
6
Accounts
947
Location
Lancaster, PA
About Atwater Malick
Atwater Malick is an independent fee-only registered investment adviser offering customized portfolio management and wealth management. Many clients engage during life transitions, with an emphasis on retirement income planning and achieving defined financial goals.
Summary based on the firm’s website.
Atwater Malick, LLC assets under management
Atwater Malick, LLC is an SEC-registered investment adviser based in Lancaster, PA. The firm has been registered since 2016. It reports $687.4 million in regulatory assets under management and employs 6 people.
Atwater Malick, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin H. Atwater Control | Managing Member | 50-75% | 2008 |
| Benjamin H. Atwater Control | Chief Compliance Officer | 50-75% | 2017 |
| Matthew Charles Malick Control | Managing Member | 50-75% | 2008 |
Frequently asked questions
How much does Atwater Malick, LLC manage?
Atwater Malick, LLC reports $687.4 million in regulatory assets under management on its Form ADV.
How many employees does Atwater Malick, LLC have?
Atwater Malick, LLC reports 6 employees.
Where is Atwater Malick, LLC located?
Atwater Malick, LLC is based in Lancaster, PA and has been SEC-registered since 2016.
Does Atwater Malick, LLC disclose fund performance?
Atwater Malick, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 201 Granite Run Drive, Suite 290, Lancaster, PA 17601 |
| Phone | (717) 400-1505 |
| Fax | (717) 798-9908 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$687.4M▲ 17%
Jan '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 40%
Larger than 60% of 16,389 advisers
EmployeesTop 56%
More than 44% of 16,799 advisers
Assets under management
$687.4Mregulatory AUM
Discretionary $687.4M