Acrylic Financial Incorporated v. Acrylic Management LLC et al, azdc:2:2021cv01999

Providing referrals in the field of investment advisory services; financial advisory and consultancy services, namely, providing third party referrals for investment advisory services to clients according to client's goals, objectives, and financial needs; providing recommendations of service providers of financial and investment advisory services to consumers;

Financial planning and investment advisory services; financial planning consultation; financial risk management; financial portfolio management; financial consulting; financial advice; financial management;

financial services, namely, investment portfolio management, investment management, private fund advisory services, private fund investment management, retail and institutional investment services, namely capital investment, investment advisory and private fund services;