Atwater Malick
Atwater Malick (CRD# 147972) is a financial advisory firm headquartered in Lancaster, PA. They manage $481,551,004 in 877 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management482MILLION
-
Total Number of Accounts877ACCOUNTS
-
Average Account Value$549,089
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
PA, TX
Financial Advisors at Atwater Malick
1
Benjamin Atwater (CRD# 5588985) is an Investment Advisor Representative working at Atwater Malick in Lancaster, PA and has over 15 years of experience in the finance industry.
2
Matthew Malick (CRD# 4631713) is an Investment Advisor Representative working at Atwater Malick in Lancaster, PA and has 1 year of experience in the finance industry.
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