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Scott McLaine

Acrylic Financial, Inc.

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About Scott McLaine

Scott McLaine is an investment advisor representative with Acrylic Financial, Inc. in Fountain Hills, AZ. Scott has been in the industry since August 2013 and is currently registered with the state of Arizona and California. Scott holds the Series 65 and Series 66 licenses and has been involved in financial training, insurance sales and tax strategy, planning and related advice. Scott is also a managing partner at BrightPhoenix Management, LLC. Scott has experience working with high-net-worth individuals, pooled investment vehicles, and pension and profit sharing plans. Acrylic Financial, Inc. provides financial planning, selection of other advisers, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles.

Firm Information

Scott McLaine is currently registered with Acrylic Financial, Inc.. Acrylic Financial, Inc. is an investment advisor based in FOUNTAIN HILLS, AZ. The firm has 21 licensed agents and 21 investment adviser representatives and manages approximately $84,168,360 in assets for 463 clients. Acrylic Financial provides financial planning, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles. The firm primarily serves high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans.
Acrylic Financial, Inc.

16930 EAST PALISADES BLVD.

FOUNTAIN HILLS, AZ 85268

$84.17M

Assets Under Management

Not reported

Total Clients

20

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Scott McLaine’s Registration & Firm History

AZ

02/16/2021 - Present

Acrylic Financial, Inc. (FOUNTAIN HILLS AZ)

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Licenses & Designations

IA

Issued 03/10/2014

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 11/15/2013

Series 66 - Uniform Combined State Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Scott McLaine.
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