CORLETT FINANCIAL, INC.

CORLETT FINANCIAL, INC. of SAN DIEGO, CA is an SEC-registered investment adviser (CRD 289019). Regulatory assets under management: $31.2M.

Registration

• CRD: 289019
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 289019 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search