Guruatma Khalsa
Investment adviser representative at Acrylic Financial, Inc.
15 yearsExperience
1 stateRegistered in
$73.5MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Acrylic Financial, Inc.Jun 2025 to now
- Prosperity BridgesFeb 2024 to now
- Khalsa ConsultingMar 2011 to Jul 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Acrylic Financial, Inc.
$73.5MAssets managed
317Clients
21Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8117859
- Firm CRD
- 288263