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Matthew Charles Malick

ATWATER MALICK, LLC·LANCASTER, Pennsylvania
Clean recordATWATER MALICK, LLC
201 GRANITE RUN DRIVE, LANCASTER, PA 17601CRD# 4631713Firm CRD# 147972

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Charles Malick · LANCASTER, PA
Registration
CRD #4631713 · ATWATER MALICK, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Matthew Charles Malick is a registered financial advisor based in LANCASTER, Pennsylvania, affiliated with ATWATER MALICK, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
ATWATER MALICK, LLC
ATWATER MALICK
AUM
$482M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at ATWATER MALICK, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4631713
Firm CRD# 147972
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Matthew Charles Malick offer?
Matthew Charles Malick specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LANCASTER, Pennsylvania for a consultation.
What are Matthew Charles Malick's credentials?
Matthew Charles Malick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Charles Malick located?
Matthew Charles Malick is based in LANCASTER, Pennsylvania, working with ATWATER MALICK, LLC. Their office serves clients in the LANCASTER metropolitan area and surrounding communities.
How does Matthew Charles Malick charge for services?
Matthew Charles Malick's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ATWATER MALICK, LLC?
ATWATER MALICK, LLC has approximately 5 employees and manages $482M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ATWATER MALICK, LLC

Benjamin H. Atwater
LANCASTER, PA

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Research
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