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ACRYLIC FINANCIAL, INC.
FOUNTAIN HILLS, AZ
833-422-7954
SEC #801-123623Total AUM
$73.5M
Employees
21Clients
317Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
16930 EAST PALISADES BLVD.
SUITE 125
FOUNTAIN HILLS
AZ 85268
United States
SUITE 125
FOUNTAIN HILLS
AZ 85268
United States
Operating Hours
7:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
833-422-7954
Other Offices
17
Financials
Total AUM
$73.5M
Accounts
482Discretionary
$73.5M
Accounts
482Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
278AUM
$23.9M
HNW Individual Clients
29AUM
$40.5M
Pooled Vehicle Clients
1AUM
$4M
Pension/Profit Sharing Plan Clients
9AUM
$5.3M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
SRO Discipline/Expulsion/Suspension
State Registrations
AZCAFLGAHIILKSMDNCNENHNJNYOKTNTXUTWI
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.