Marina
Deering
Acrylic Financial, Inc
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About this Advisor
Marina Deering is a financial advisor operating out of Traverse City, Michigan who has 4 years of relevant experience. Deering works at Acrylic Financial, Inc. Over the course of their career, they have held roles at Matrix Group, Brooklight Place Securities, Inc, Interactive Financial Advisors and Acrylic Financial, Inc. Deering holds Series 63 and Series 66 licenses, qualifying them as a securities agent, and is able to operate in California, Maryland and Michigan. Acrylic Financial, Inc is an advisory company that has its headquarters in Fountain Hills, AZ. The company has offices in 15 locations and a total of 16 advisors. It administers $72 million in assets across its 312 accounts, making it one of the smaller investment advisory firms in the United States by assets under management. Of its 312 accounts, just 10% belong to high-net-worth individuals who have greater than $1 million in investable assets. Acrylic Financial, Inc provides a broad set 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. Financial advisory fee schedules typically are based on which services the firm provides the client. However, fee types billed by Acrylic Financial, Inc can be comprised 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
Marina Deering Work History
Marina has been registered as a financial advisor for 4 years.*
Acrylic Financial, Inc
Brooklight Place Securities, Inc
Interactive Financial Advisors
Matrix Group
*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 Marina Deering 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
Elkhorn, NE
Traverse City, MI
Palmdale, CA
Crystal Lake, IL
Fountain Hills, AZ
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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