ACRYLIC FINANCIAL, INC.
Adviser information for ACRYLIC FINANCIAL, INC. last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Arizona, United States |
Employees
| Total Number of Employees | 21 |
|---|---|
| Investment Advisory/Research | 21 |
| Registered Broker-Dealer Representatives | 8 |
| Registered State Investment Advisers | 21 |
| Licensed Agents of an Insurance Company | 21 |
| No. of Firms/People that Solicit Clients | 2 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 463 | $84.2M |
| Non-Discretionary | 0 | $0 |
| Total | 463 | $84.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 253 | $25.2M |
| HNW Individuals | 35 | $50.3M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 1 | $5.9M |
| Pension and profit sharing plans | 5 | $2.8M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed feesCommissions |
Identifiers
| SEC RIA File Number | 801-123623 |
|---|---|
| SEC ERA File Number | 801-123623 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 288263 |
| Legal Entity Identifier | None |
Principal Office
16930 EAST PALISADES BLVD.SUITE 100-C
FOUNTAIN HILLS
AZ
United States
Monday - Friday, 7:00 AM - 5:00 PM
Tel: 833-422-7954, Fax: None
Chief Compliance Officer
CHARLES TRUHLAR
16930 EAST PALISADES BLVD.
SUITE 100-C
FOUNTAIN HILLS
AZ
United States
Tel:
833-422-7954
I***@*******************M
(Full email address available in API data)
Regulatory Contact
DAVID J. RACICH
PARTNER
16930 EAST PALISADES BLVD.
SUITE 100-C
FOUNTAIN HILLS
AZ
United States
Tel:
833-422-7954
D***********@*******************M
(Full email address available in API data)
Industry Affiliates
| BROKERS ALLIANCE, INC. | Insurance company or agency |
| CHARLES TRUHLAR & ASSOCIATES | Insurance company or agency |
| LAUNCH FINANCIAL LLC | Insurance company or agency |
| LIFE'S BEST INSURANCE, LLC | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| ACRYLIC EXPLORER FUND LP | Hedge Fund | $1.8M | $0.1M | 10 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| TRUHLAR, CHARLES, ANTHONY | Individual | – | CHIEF COMPLIANCE OFFICER/PRESIDENT | 04/2017 | 50-75% |
| Racich, David, J. | Individual | – | PARTNER | 02/2017 | 10-25% |
| Racich, Ashley, Megan | Individual | – | PASSIVE INVESTOR | 11/2018 | 10-25% |