16930 East Palisades Blvd.
Suite 100-C
Fountain Hills, Arizona 85268
Tel: 833-422-7954
ACRYLIC FINANCIAL, INC, formally registered with the SEC as ACRYLIC FINANCIAL, INC. The firm was established in 04/06/2022. They have over 21 offices throughout the country.
ACRYLIC FINANCIAL, INC. is a Fountain Hills, Arizona based Financial Planning firm with nearly $84,168,360 assets under management, offering retirement planning & investment advisory services to 463 clients. The firm is staffed with 21 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 288263 |
| SEC# | 801-123623 |
| Assets Managed by Firm | $84,168,360 |
| No. of Clients | 463 |
| No. of Advisors | 21 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 463 | $84,168,360 |
| Individuals (other than high net worth individuals) | 253 | $25,248,327 |
| High net worth individuals | 35 | $50,258,002 |
| Pension and profit sharing plans | 5 | $2,780,080 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $57,786,360,253 | 69 | 121 | |
| $32,630,475,936 | 25 | 152 | |
| $22,942,793,322 | 142 | 123 | |
| $6,370,551,613 | 20 | 105 | |
| $6,072,332,268 | 87 | 17 |
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