# CORLETT FINANCIAL, INC.

CORLETT FINANCIAL, INC. of SAN DIEGO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 289019
- Type: SEC-registered investment adviser
- Location: 9655 GRANITE RIDGE DRIVE, SAN DIEGO, CA, 92123
- Phone: (619) 261-2248
- Latest filing: 2026-03-27
- Regulatory AUM: $31.2M
- Discretionary AUM: $31.2M
- Clients: 1
- Accounts: 213

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Corporations, Other

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/289019/brochure
- Similar advisers: https://search.stillhousedata.com/firm/289019/similar
- Related entities: https://search.stillhousedata.com/firm/289019/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/289019

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.