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FLETCHER FINANCIAL, LLC
CRD 133270
5055 AVENIDA ENCINAS, SUITE 100, CARLSBAD, CA, 92008, United States
Phone
(760) 692-2222
Fax
(760) 652-1650
Registration
— (—)
Source
State registered
Total AUM
$10.8M
Discretionary AUM
$10.8M
Team
1 total employees; 1 advisory reps; 18 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-27
Disciplinary history
No
Services
Portfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 8 | $1.7M |
| High net worth individuals | 10 | $9.1M |
All web addresses on file
Official SEC filing: View on IAPD