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| Atwater Malick LLC
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|---|---|
| CRD # | 147972 |
| SEC # | 801-107806 |
| CIK # | 0001769288 |
| AUM | 687.4 M (2026-04-08) |
| Employees | 6 (33% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 717-400-1505 |
| Address | 201 Granite Run Drive Lancaster, PA 17601 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Caterpillar Inc | 26.9 | ||
| Apple Inc | 25.3 | ||
| Alphabet Inc | 21.9 | ||
| Goldman Sachs Group Inc | 19.2 | ||
| Wal Mart Stores Inc | 18.9 | ||
| Waste Management Inc | 16.2 | ||
| McDonalds Corp | 13.7 | ||
| Cummins Inc | 11.1 | ||
| Microsoft Corp | 8.9 | ||
| Johnson & Johnson | 6.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 122 | 52.7 |
| (b) Individuals (high net worth individuals) | 163 | 498.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 133.0 |
| (h) Charitable organizations | 2 | 1.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.3 |
| (n) Other | 0 | 0.0 |
| Total | 947 | 687.4 |
| By Discretionary | ||
| Discretionary | 947 | 687.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 947 | 687.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 687.4 | |
| Total | 947 | 687.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001769288] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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