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Acrylic Financial, Inc.

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Total assets under management

$58,442,331

More info

Total clients

289

10% high-net worth

Total advisors

24

of 24 employees

Firm size

Multi Team

Average clients per advisor

12

Average account size

$202,223

Client services

Financial planning Portfolio management Selection of other advisers

Fee options

Fixed

Fixed financial planning fees range from $50 to $5,000 depending on complexity and scope.

Percentage

$0 - $249,999: 1.80% $250,000 - $999,999: 1.75% $1,000,000+: 1.65%

Commissions

Representatives licensed to accept commissions for insurance and securities products; commissions are separate and distinct from advisory fees.

Project-based

Hourly fees for financial planning services range from $100 to $300 per hour.

Other

Account minimum: No account minimum for any of Acrylic’s services. Minimum fee: $50.00 first year setup fee per account

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Main office location

Acrylic Financial, Inc.

16930 East Palisades Blvd., Suite 100 C

Fountain Hills AZ 85268, United States

Number of offices

21

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 833-422-7954

Advisors at this firm

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Neil S

Series 65

Fountain Hills, AZ

Acrylic Financial, Inc.
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John C

Series 63, Series 66

Perry, OK

Acrylic Financial, Inc.
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Jazzmine T

Series 65

Palmdale, CA

Acrylic Financial, Inc.
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William B

Series 65

Rockinham, NC

Acrylic Financial, Inc.
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Mark B

Series 63, Series 65

Wichita, KS

Acrylic Financial, Inc.
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Scott M

Series 65, Series 66

Fountain Hills, AZ

Acrylic Financial, Inc.
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Jay G

Series 63, Series 65

Amarillo, TX

Acrylic Financial, Inc.
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Patrick G

Series 63, Series 65

Crystal Lake, IL

Acrylic Financial, Inc.
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Joseph P

Series 66

Elkhorn, NE

Acrylic Financial, Inc.
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Richard W

Series 65

Knoxville, TN

Acrylic Financial, Inc.
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Marina D

Series 63, Series 66

Traverse City, MI

Acrylic Financial, Inc.
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Wenjie W

Series 63, Series 65

New York, NY

Acrylic Financial, Inc.
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Aram U

Series 63, Series 66

Glendale, CA

Acrylic Financial, Inc.
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Michael P

Series 63, Series 65

Conreo, TX

Acrylic Financial, Inc.
user avatar

Guruatma K

Series 65

Tempe, AZ

Acrylic Financial, Inc.
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