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Atwater Malick, LLC

● SEC registered since 2016CRD 147972SEC# 801-107806Lancaster, PA
Export (members)
Reg. AUM
$586.6M
Employees
5
Accounts
955
Location
Lancaster, PA

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 $586.6 million in regulatory assets under management and employs 5 people.
www.atwatermalick.comView on SEC.gov ↗

Atwater Malick, LLC owners & executives

3 reported
NameTitleOwnershipSince
Benjamin H. Atwater ControlManaging Member50-75%2008
Benjamin H. Atwater ControlChief Compliance Officer50-75%2017
Matthew Charles Malick ControlManaging Member50-75%2008

Frequently asked questions

How much does Atwater Malick, LLC manage?

Atwater Malick, LLC reports $586.6 million in regulatory assets under management on its Form ADV.

How many employees does Atwater Malick, LLC have?

Atwater Malick, LLC reports 5 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

Address201 Granite Run Drive, Suite 290, Lancaster, PA 17601
Phone(717) 400-1505
Fax(717) 798-9908
Office hours8:00 a.m. - 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$586.6M
Non-discretionary$0
Total (RAUM)$586.6M