Acrylic Financial, Inc., a prominent investment advisory firm headquartered in Fountain Hills, AZ, boasts a team of 16 highly skilled professionals. With 14 of these experts exclusively dedicated to providing top-tier investment advisory services, Acrylic Financial stands out for its commitment to delivering exceptional financial guidance to its diverse clientele.
The firm prides itself on its remarkable track record, with an average of $465,100,000 in assets under management per investment advisor—a significantly higher figure compared to industry standards. Acrylic Financial employs a well-structured compensation model that encompasses various approaches, including a percentage of assets under management and fixed fees, ensuring alignment with their clients' financial objectives.
Acrylic Financial has garnered a loyal client base of over 280 individuals who entrust the management of their assets, totaling more than $72,416,000, to the firm. The company's expertise and specialization in employer 401Ks and individual accounts have contributed to their success, as approximately half of their assets under management originate from these sources.
What sets Acrylic Financial apart is their dedication to delivering personalized service and tailored investment strategies. All the assets managed by the firm are under their full discretion, allowing them to act in the best interest of their clients at all times.
Having firmly established themselves within the Fountain Hills community, Acrylic Financial operates from 16 strategically located offices. The firm boasts a team of seasoned advisors, including Patrick Gierke, John Cox, and Charles Truhlar, who bring extensive experience and knowledge to their roles, ensuring clients receive the highest level of expertise and guidance.