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ATWATER MALICK, LLC
ATWATER MALICK, LLC
ATWATER MALICK
LANCASTER, Pennsylvania
·
2 registered advisors
·
CRD# 147972
SEC# 801-107806
0
(717) 400-1505
01
Firm Overview
AUM
$482M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at ATWATER MALICK, LLC
2 registered advisors
Benjamin H. Atwater
LANCASTER, Pennsylvania
CRD# 5588985
Matthew Charles Malick
LANCASTER, Pennsylvania
CRD# 4631713
05
Office Locations
LANCASTER, Pennsylvania
2 advisors
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Data sourced from SEC Form ADV filings. ATWATER MALICK, LLC (CRD# 147972) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.