ATWATER MALICK - Financial Advisor in Pennsylvania, Lancaster

Tel: (717) 400-1505 201 Granite Run Drive Suite 290 Lancaster, Pennsylvania 17601

About ATWATER MALICK

ATWATER MALICK is a Lancaster, Pennsylvania based financial advisory firm with nearly $586,640,333 in assets under management and provides investment advisory services for 955 clients. There are currently 5 financial advisors at the firm.

General Information

Firm CRD#:

147972

Firm SEC#:

801-107806

Assets Under Management:

$586,640,333

No. of Clients:

955

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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$10,058,624,441

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