Dakota
Dakota
Book a Demo
Talk to an Expert

Atwater Malick

EST. AUM
$687,373,252

CONTACTS
2

CLIENT ACCOUNTS
947

Firm Details

Metro area Harrisburg
CRD Number 147972
Website atwatermalick.com
Client types

Overview

Atwater Malick, established in 2008, is an independent registered investment advisory firm that provides portfolio and wealth management services on a fee-only basis. The firm acts in a fiduciary capacity, ensuring that the interests of its clients are prioritized. Atwater Malick does not sell financial products or receive commissions. The firm works with clients during various life transitions, including retirement, the passing of a spouse, inheritance, or the sale of a business. It serves clients with investable assets of $1,000,000 or more.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy