The ACRYLIC FINANCIAL is a privately held investment adviser that advises $73.55mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. ACRYLIC FINANCIAL is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 152.13% over the last 5-years.
The Group has been registered with the SEC for 4.32 years and is comprised of 1 filing and 0 relying advisers. They operate out of 12 office locations with their Headquarters at 16930 EAST PALISADES BLVD. SUITE 125, FOUNTAIN HILLS, ARIZONA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 21 employees comprised of 21 investment and 0 non-investment staff. The total number of Employees remained the same over the last few years.
Their $73.55mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 9 other accounts. Assets of High Net Worth Individuals clients own $40.45mn or 55% of Total Assets and Individuals own $23.88mn or 32.46% of Total Assets.
The Group's top investment strategies include Multi Strat, representing 100% of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
ACRYLIC FINANCIAL names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.