Overview
Assets Under Management: $84 million
Headquarters: FOUNTAIN HILLS, AZ
High-Net-Worth Clients: 35
Average Client Assets: $1.4 million
Frequently Asked Questions
ACRYLIC FINANCIAL, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #288263), ACRYLIC FINANCIAL, INC. is subject to fiduciary duty under federal law.
ACRYLIC FINANCIAL, INC. is headquartered in FOUNTAIN HILLS, AZ.
ACRYLIC FINANCIAL, INC. serves 35 high-net-worth clients according to their SEC filing dated October 09, 2024. View client details ↓
According to their SEC Form ADV, ACRYLIC FINANCIAL, INC. offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
ACRYLIC FINANCIAL, INC. manages $84 million in client assets according to their SEC filing dated October 09, 2024.
According to their SEC Form ADV, ACRYLIC FINANCIAL, INC. serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 35
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.71%
Average Client Assets: $1.4 million
Total Client Accounts: 463
Discretionary Accounts: 463
Regulatory Filings
CRD Number: 288263
Filing ID: 1904692
Last Filing Date: 2024-10-09 10:57:00