Aram Urfalyan
Aram Urfalyan is a registered investment advisor at Acrylic Financial, INC., based in Fountain Hills, AZ, with 10 years of industry experience. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 317 clients with $74M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.80% |
| $250K - $1000K | 1.75% |
| $1M+ | 1.65% |
Fees are negotiable based on account size, complexity, and relationship. Accounts from the same household will be aggregated to calculate fees unless instructed otherwise.
Fee Estimator
Location
16930 East Palisades Blvd., Suite 125, Fountain Hills, AZ, 85268
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
February 2017Other Business ActivitiesSells Insurance
Aram is an insurance specialist at Lions Partners Insurance Agency, providing life and health insurance, and also owns Urfalyan Financial & Insurance Solutions Inc. Additionally, Aram works as a realtor and provides notary services, and is the CEO of Paper Tycoon Inc.
Employment History
Current Registrations
Acrylic Financial, INC.
Previous Registrations
Brooklight Place Securities, INC.Broker
Concourse Financial Group Advisors
Concourse Financial Group Securities, INC.Broker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Western International Securities
Western International Securities, INC.Broker
J.P. Morgan Securities LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.