Atwater Malick Review

Trust Score 86%
Trust Score info_outline

Last updated: August 16th, 2019. Data source: SEC filings.

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Atwater Malick, federally registered in 2016, is a Registered Investment Advisor (RIA) in 2 state(s) with a licensed staff of 2 advisors. Atwater Malick manages $215.5 million and provides investment advisory services for 185 clients (1:93 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $500,000
Average Client Balance $1,164,866
Hybrid Advisor No
Disciplinary History No
Total AUM $215.5 million
Advisor / Client Ratio 1:93
Headquarters Lancaster, PA
SEC Filings Forms and Brochures    (CRD # 147972)
State(s) Registered PA, TX

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