ATWATER MALICK, LLC
Legal name: ATWATER MALICK
CRD #147972 SEC #801-107806 LANCASTER, PA (717) 400-1505
SEC Registered
Total AUM
$586.6M
Discretionary
$586.6M
Employees
5
Clients
251
Accounts
955
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $586.6M | $586.6M | $0 | 5 | 1 |
| Feb 2025 | $586.6M | $586.6M | $0 | 5 | 1 |
| Jan 2025 | $586.6M | $586.6M | $0 | 5 | 1 |
| Jan 2024 | $481.6M | $481.6M | $0 | 5 | 0 |
| Jan 2023 | $392.2M | $392.2M | $0 | 4 | 0 |
| Dec 2022 | $405.4M | $405.4M | $0 | 4 | 0 |
| Jan 2022 | $405.4M | $405.4M | $0 | 4 | 0 |
| Jan 2021 | $311M | $311M | $0 | 4 | 5 |
| Apr 2020 | $282.9M | $282.9M | $0 | 4 | 3 |
| Jan 2020 | $282.9M | $282.9M | $0 | 4 | 3 |
| Jan 2019 | $215.5M | $215.5M | $0 | 4 | 5 |
| Jan 2018 | $186M | $186M | $0 | 4 | 2 |
| Aug 2017 | $152.4M | $152.4M | $0 | 4 | 200 |
| Mar 2017 | $152.4M | $152.4M | $0 | 4 | 200 |
| May 2016 | $104.4M | $99.8M | $4.6M | 2 | 136 |
| May 2016 | $104.4M | $99.8M | $4.6M | 2 | 136 |
DateOct 2025
Total AUM$586.6M
Discretionary$586.6M
Non-Disc.$0
Employees5
Clients1
DateFeb 2025
Total AUM$586.6M
Discretionary$586.6M
Non-Disc.$0
Employees5
Clients1
DateJan 2025
Total AUM$586.6M
Discretionary$586.6M
Non-Disc.$0
Employees5
Clients1
DateJan 2024
Total AUM$481.6M
Discretionary$481.6M
Non-Disc.$0
Employees5
Clients0
DateJan 2023
Total AUM$392.2M
Discretionary$392.2M
Non-Disc.$0
Employees4
Clients0
DateDec 2022
Total AUM$405.4M
Discretionary$405.4M
Non-Disc.$0
Employees4
Clients0
DateJan 2022
Total AUM$405.4M
Discretionary$405.4M
Non-Disc.$0
Employees4
Clients0
DateJan 2021
Total AUM$311M
Discretionary$311M
Non-Disc.$0
Employees4
Clients5
DateApr 2020
Total AUM$282.9M
Discretionary$282.9M
Non-Disc.$0
Employees4
Clients3
DateJan 2020
Total AUM$282.9M
Discretionary$282.9M
Non-Disc.$0
Employees4
Clients3
DateJan 2019
Total AUM$215.5M
Discretionary$215.5M
Non-Disc.$0
Employees4
Clients5
DateJan 2018
Total AUM$186M
Discretionary$186M
Non-Disc.$0
Employees4
Clients2
DateAug 2017
Total AUM$152.4M
Discretionary$152.4M
Non-Disc.$0
Employees4
Clients200
DateMar 2017
Total AUM$152.4M
Discretionary$152.4M
Non-Disc.$0
Employees4
Clients200
DateMay 2016
Total AUM$104.4M
Discretionary$99.8M
Non-Disc.$4.6M
Employees2
Clients136
DateMay 2016
Total AUM$104.4M
Discretionary$99.8M
Non-Disc.$4.6M
Employees2
Clients136