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ACRYLIC FINANCIAL, INC.
ACRYLIC FINANCIAL, INC.
FOUNTAIN HILLS, Arizona
·
3 registered advisors
·
CRD# 288263
SEC# 801-123623
20
833-422-7954
01
Firm Overview
AUM
$84M
Regulatory assets under management
Employees
21
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at ACRYLIC FINANCIAL, INC.
3 registered advisors
Ashley Megan Racich
FOUNTAIN HILLS, Arizona
CRD# 7056410
Charles Anthony Truhlar
FOUNTAIN HILLS, Arizona
CRD# 4533534
David J. Racich
FOUNTAIN HILLS, Arizona
CRD# 6785933
05
Office Locations
FOUNTAIN HILLS, Arizona
3 advisors
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Data sourced from SEC Form ADV filings. ACRYLIC FINANCIAL, INC. (CRD# 288263) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.