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
201 Granite Run Drive, Suite 290, Lancaster, PA 17601
https://www.atwatermalick.com
By the Numbers
  • Total Assets Under Management
    482
    MILLION
  • Total Number of Accounts
    877
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

PA, TX

Financial Advisors at Atwater Malick
Showing 1 - 2 of 2 top financial advisors.
1
Benjamin Atwater, financial advisor Lancaster PA
Benjamin H. Atwater
CRD#: 5588985
201 Granite Run Drive, Suite 290, Lancaster, PA 17601

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, financial advisor Lancaster PA
Matthew C. Malick
CRD#: 4631713
201 Granite Run Drive, Suite 290, Lancaster, PA 17601

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals