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ACRYLIC FINANCIAL, INC.
16930 East Palisades Blvd.
Suite 100-C
Fountain Hills, Arizona 85268
Tel: 833-422-7954
About ACRYLIC FINANCIAL, INC.
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.
Firm Information
| 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 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Commission Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| 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 |
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|---|---|---|---|
| $749,622,475,396 | 1153 | 1166 | |
| $151,257,095,924 | 2923 | 481 | |
| $141,927,200,000 | 158 | 1036 | |
| $118,041,119,970 | 827 | 319 | |
| $112,362,200,000 | 102 | 361 |
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