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AU
CFP · ChFC
AU
CFP · ChFC

Aram Urfalyan

Acrylic Financial, INC.
11 Years of Experience
Glendale, CA
1 DisclosureMay Earn CommissionSells Insurance
View SEC Summary
View SEC Summary

Aram Urfalyan is a CFP, ChFC-designated registered investment advisor at Acrylic Financial, INC., based in Glendale, CA, with 11 years of industry experience. Their practice areas include Alternative Investments, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 317 clients with $74M in assets under management.

Acrylic Financial, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
317 clients
Average Client Portfolio
$232K average
Assets Under Management
$73.5M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.80%
$250K - $1.0M1.75%
$1M+1.65%

Fees are negotiable based on account size, complexity, and relationship. Uses a flat breakpoint schedule where the tier rate applies to the entire balance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Glendale, CA

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
February 2017
View Full SEC ReportHow to Read Disclosures
Other 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.
March 2024 - Present · 2 yrs 7 mos
Previous Registrations
Brooklight Place Securities, INC.Broker
March 2024 - June 2025 · 1 yr 3 mos
Concourse Financial Group Advisors
March 2023 - March 2024 · 1 yr
Concourse Financial Group Securities, INC.Broker
March 2023 - March 2024 · 1 yr
Prudential Financial Planning Services
February 2018 - March 2023 · 5 yrs 1 mo
Pruco Securities, LLC.Broker
January 2018 - March 2023 · 5 yrs 2 mos
Western International Securities
May 2017 - January 2018 · 8 mos
Western International Securities, INC.Broker
March 2017 - January 2018 · 10 mos
J.P. Morgan Securities LLCBroker
April 2015 - March 2017 · 1 yr 11 mos
State Registrations1 state
CA
Advisor

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.

Exams
No exam information available for this advisor.
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