Partner · Acrylic Financial, Inc.
David J. Racich
CRD 6785933 · 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 David J. Racich on its Form ADV as Partner, a control person.
Firms and roles
- Acrylic Financial, Inc.PartnerWealth manager · Fountain Hills, AZ · $74M in regulatory assets
AtlasMembers
David’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
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- 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
- Charles A. TruhlarChief Compliance Officer/president, Acrylic Financial, Inc.
- Ashley M. RacichPassive Investor, Acrylic Financial, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.