Bank / Wealth / TrustRIA · CRD 147972SEC-Registered

Updated:

Atwater Malick

Atwater Malick was established in 2008. It operates as a US-based wealth manager. The firm provides investment advisory services that include financial...

Atwater Malick logo

Atwater Malick

Atwater Malick was established in 2008. It operates as a US-based wealth manager. The firm provides investment advisory services that include financial planning, investment management, and portfolio management. These services target individuals, high-net-worth individuals, and business entities. No additional offices, team size, or dated operational events from the last 24 months are recorded in available sources.

General information

Firm type

Bank / Wealth / Trust

Year founded

2008

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Lancaster

Corporate office

Lancaster, United States

Frequently asked questions

What services does Atwater Malick provide?

The firm offers financial planning, investment management, and portfolio management to individuals, high-net-worth individuals, and business entities.

When was Atwater Malick founded?

Atwater Malick was established in 2008.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on registered investment advisers?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Lancaster Bank / Wealth / Trust profiles