ACRYLIC FINANCIAL, INC.

RIASEC RegisteredEst. 2022

Total AUM

$73.5M

Discretionary

$73.5M

100% of AUM

Avg account

$153K

Accounts

482

Employees

Advisory reps

Firm details

Headquarters: FOUNTAIN HILLS, Arizona
CRD number: 288263
Registered since: April 6, 2022
Website: www.acrylicfinancial.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
Client types: HNWI55%
Individuals32.46%
Pension & Profit Sharing Plans7.16%
Pooled Investment Vehicles5.37%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Acrylic Financial, Inc. is an independent, SEC-registered investment adviser that operates as a corporate entity owned by an individual. The firm functions as a capital allocator for both individual and institutional clients and offers a mix of advisory services including financial planning, portfolio management for individuals, small businesses, pooled investment vehicles, and institutional clients, plus the selection of third‑party advisers. Its fee schedule is flexible and includes percentage of AUM, hourly, fixed fees and commissions. The adviser is multi‑state and not identified as an active ESG investor. Industry affiliations listed by the firm include relationships with broker‑dealers and insurance companies, and it acts as a sponsor/GP/managing member for pooled investment vehicles, which aligns with its role managing and advising private funds.