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Chief Compliance Officer/president · Acrylic Financial, Inc.

Charles A. Truhlar

CRD 4533534 · Named on Form ADV at one SEC-registered adviser

At a glance

Acrylic Financial, Inc., an SEC-registered wealth manager based in Fountain Hills, AZ with $74 million in regulatory assets, lists Charles A. Truhlar on its Form ADV as Chief Compliance Officer/president, a control person.

Firms and roles

  • Acrylic Financial, Inc.Chief Compliance Officer/presidentWealth manager · Fountain Hills, AZ · $74M in regulatory assets

AtlasMembers

Charles’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Charles’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.