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ACRYLIC FINANCIAL, INC.
CRD 288263 · SEC 801-123623
16930 EAST PALISADES BLVD., SUITE 125, FOUNTAIN HILLS, AZ, 85268, United States
Phone
833-422-7954
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$73.5M
Discretionary AUM
$73.5M
Team
21 total employees; 21 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Corporation
Filing date
2026-05-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 278 | $23.9M |
| High net worth individuals | 29 | $40.5M |
| Pooled investment vehicles | 1 | $4.0M |
| Pension/profit sharing plans | 9 | $5.3M |
States served
AZ, CA, GA, IL, KS, MD, NE, NJ, NY, NC, OK, TN, UT, WI, TX, NH, HI, FL
All web addresses on file
Official SEC filing: View on IAPD