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CORLETT FINANCIAL, INC.

CRD 289019

Visit website

9655 GRANITE RIDGE DRIVE, SUITE 200, SAN DIEGO, CA, 92123, United States

Phone

(619) 261-2248

Fax

N/A

Registration

— (—)

Source

State registered

Total AUM

$31.2M

Discretionary AUM

$31.2M

Team

1 total employees; 1 advisory reps; 2 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-27

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Publication of periodicalsON-GOING FINANCIAL CONSULTING SERVICES

Client types

TypeClientsAUM
Individuals65$15.5M
High net worth individuals9$15.6M

All web addresses on file

Official SEC filing: View on IAPD