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Building 2ATWATER MALICK

Map pinLANCASTER, PA
Phone(717) 400-1505
NotebookSEC #801-107806
Total AUM
$687.4M
Employees
6
Clients
298

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
201 GRANITE RUN DRIVE
SUITE 290
LANCASTER
PA 17601
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
(717) 400-1505

ReceiptFinancials

Total AUM
$687.4M
Accounts
947
Discretionary
$687.4M
Accounts
947
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
122
AUM
$52.7M
HNW Individual Clients
163
AUM
$498.6M
Pension/Profit Sharing Plan Clients
10
AUM
$133M
Charitable Organization Clients
2
AUM
$1.7M
Corporation or Business Clients
1
AUM
$1.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NCNHPATXVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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