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- Custodian
- Charles Schwab & Company · Interactive Brokers · MID Atlantic
- Clients
- Retail and Institutional
- Platforms
- Radial
- Established Date
- 02-01-2017
- Office Locations
- 19
Office Locations
About Acrylic Financial, Inc.
Acrylic Financial is a fee-only RIA that supports end clients and affiliated advisors with planning and portfolio design, pairing an extensive advisor background/training/coaching program with simple client-facing tools to improve financial understanding. The firm uses a tech-forward stack (including Orion) and runs ETF-centric portfolios in its managed accounts. Custody includes Schwab and Interactive Brokers.
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Owner & Executives
CHARLES ANTHONY TRUHLAR
Chief Compliance Officer, President
- CRD
- #4533534
- Ownership
- 50% but less than 75%
Ashley Megan Racich
--
- CRD
- --
- Ownership
- 10% but less than 25%
Oak frontier
Glacier optima eagle
- CRD
- #54684
- Ownership
- 24.2%
Showing 2 of 3 owners & executives
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William Scott Barnes
--
- CRD
- #7715911
MARK THOMAS BOURGEOIS
President
- CRD
- #4029981
Vital alpha
Eagle prime
- CRD
- #64009
Showing 2 of 23 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $73,548,448 | $152,590 |
| Non-Discretionary | $0 | -- |
| Total | $73,548,448 | $152,590 |
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Separately Managed Accounts
Total SMA Asset: $69,595,247
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $483,529,606 | 7.9% |
| Public Funds | $1,438,347,562 | 23.5% |
| Cash | $410,082,071 | 6.7% |
| Private Funds | $1,426,106,307 | 23.3% |
| U.S. Government/Agency | $1,450,588,818 | 23.7% |
| Derivatives | $911,973,561 | 14.9% |
| Total | $6,120,627,925 | 100.0% |