Atwater Malick
Finance · Pennsylvania, United States · 1-10 Employees
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Overview
Headquarters
201 Granite Run Dr Ste 290, Lancaster, P...Phone Number
+55 7174001505Website
www.atwatermalick.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1
About Atwater Malick
Founded in 2008, Atwater Malick is an independent registered investment advisory firm that specializes in customized portfolio and wealth management services on a fee-only basis. The firm primarily serves clients during significant life transitions, such as retirement or inheritance, and targets prospective clients with $1,000,000 or more in investable assets. Their wealth management process emphasizes achieving financial goals, particularly in retirement income planning. Additionally, Atwater Malick offers a collection of financial essays titled 'The Disciplined Contrarian' for qualified investors.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Atwater Malick
<$5M
1-10
Private
-
2008
N/A
Company Profile Activity
Activity Insights
Atwater Malick is experiencing very low activity levels compared to other companies in the Finance sector.
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Atwater Malick is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Atwater Malick.
Atwater Malick Tech Stack
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Founded in 2008, Atwater Malick is an independent registered investment advisory firm that specializes in customized portfolio and wealth management services on a fee-only basis. The firm primarily serves clients during significant life transitions, such as retirement or inheritance, and targets prospective clients with $1,000,000 or more in invest... Read More
