Amy
White
Acrylic Financial, Inc
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About this Advisor
Amy White is a financial advisor operating out of Fountain Hills, Arizona with 1 year of industry experience. White is an advisor for Acrylic Financial, Inc. Over the course of their career, they have held roles at Provider Health Solutions, Top Return Financial and Acrylic Financial, Inc. White has a Series 65 license, designating them as an investment advisor representative, and is registered to advise clients in Arizona. Acrylic Financial, Inc is a business operating out of Fountain Hills, AZ. The investment advisory business has offices in 15 locations and a total of 16 people on staff. It manages $72 million in assets across its 312 accounts, placing it among the smaller investment advisory firms in the country by assets under management. Of its 312 customer accounts, just 10% are associated with high-net-worth investors who have more than $1 million in assets. The advisory firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors vary depending on the type of services offered. However, fee types charged by Acrylic Financial, Inc can include any blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Acrylic Financial, Inc Brokerage Details
$72,416,313
16
312
$232,104
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Amy White Work History
Amy has been registered as a financial advisor for 1 years.*
Acrylic Financial, Inc
Provider Health Solutions
Top Return Financial
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Amy White to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Acrylic Financial, Inc
Traverse City, MI
Elkhorn, NE
Fountain Hills, AZ
Crystal Lake, IL
Palmdale, CA
Lisbon, ND
Fountain Hills, AZ
Wichita, KS
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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