Acrylic Financial, Inc.

Acrylic Financial, Inc. (CRD# 288263) is a financial advisory firm headquartered in Fountain Hills, AZ. They manage $84,168,360 in 463 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    84
    MILLION
  • Total Number of Accounts
    463
    ACCOUNTS
  • Average Account Value
    $181,789
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, GA, HI, IL, KS, MA, MD, MI, ND, NE, NH, OK, TX, UT, VA

Financial Advisors at Acrylic Financial, Inc.
Showing 11 - 18 of 18 top financial advisors.
11
Charles R. Brettell
CRD#: 6159325
16930 East Palisades Blvd., Suite 100-c, Fountain Hills, AZ 85268

Charles Brettell (CRD# 6159325) is an Investment Advisor Representative working at Acrylic Financial, Inc. in Fountain Hills, AZ and has over 6 years of experience in the finance industry.

12
Marvin P. Caldwell, Jr
CRD#: 2440452
16930 East Palisades Blvd., Suite 100-c, Fountain Hills, AZ 85268

Marvin Caldwell, Jr (CRD# 2440452) is an Investment Advisor Representative working at Acrylic Financial, Inc. in Fountain Hills, AZ and has over 24 years of experience in the finance industry.

13
Alan T. Chu
CRD#: 5831262
16930 East Palisades Blvd., Suite 100-c, Fountain Hills, AZ 85268

Alan Chu (CRD# 5831262) is an Investment Advisor Representative working at Acrylic Financial, Inc. in Fountain Hills, AZ and has over 2 years of experience in the finance industry.

14
David L. Horseman
CRD#: 7070505
16930 East Palisades Blvd., Suite 100-c, Fountain Hills, AZ 85268

David Horseman (CRD# 7070505) is an Investment Advisor Representative working at Acrylic Financial, Inc. in Fountain Hills, AZ and has over 4 years of experience in the finance industry.

15
Leroy Isbell
CRD#: 865882
16930 East Palisades Blvd., Suite 100-c, Fountain Hills, AZ 85268

Leroy Isbell (CRD# 865882) is an Investment Advisor Representative working at Acrylic Financial, Inc. in Fountain Hills, AZ and has over 41 years of experience in the finance industry.

16
Ryan Noterman
CRD#: 2545770
Norwell, MA

Ryan Noterman (CRD# 2545770) is an Investment Advisor Representative working at Acrylic Financial, Inc. in Norwell, MA and has over 19 years of experience in the finance industry.

17
Jazzmine Thomas
CRD#: 7351201
40624 Estoril Ct, Palmdale, CA 93551

Jazzmine Thomas (CRD# 7351201) is an Investment Advisor Representative working at Acrylic Financial, Inc. in Palmdale, CA and has over 3 years of experience in the finance industry.

18
Amy E. White
CRD#: 7569011
16930 East Palisades Blvd., Suite 100-c, Fountain Hills, AZ 85268

Amy White (CRD# 7569011) is an Investment Advisor Representative working at Acrylic Financial, Inc. in Fountain Hills, AZ and has 1 year of experience in the finance industry.

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