Atwater Malick, LLC

Atwater Malick, LLC (CRD# 147972) is a financial advisory firm headquartered in Lancaster, PA. They manage $104,423,541 in 402 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    104
    MILLION
  • Total Number of Accounts
    402
    ACCOUNTS
  • Average Account Value
    $259,760
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

PA, TX

Financial Advisors at Atwater Malick, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Benjamin H. Atwater
CRD#: 5588985
3004 Hempland Road, Suite 1, Lancaster, PA 17601
93
Wealthminder
score

Benjamin Atwater (CRD# 5588985) is an Investment Advisor Representative working at Atwater Malick, LLC in Lancaster, PA and has over 8 years of experience in the finance industry.

2
Matthew C. Malick
CRD#: 4631713
3004 Hempland Road, Suite 1, Lancaster, PA 17601
90
Wealthminder
score

Matthew Malick (CRD# 4631713) is an Investment Advisor Representative working at Atwater Malick, LLC in Lancaster, PA and has 1 year of experience in the finance industry. Matthew Malick has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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