$31.2M Total AUM
$31.2M Disc. AUM
-- 3Y CAGR
1 Employees
76 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Principal
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-15-2017
- Office Locations
- 1
Office Locations
9655 Granite Ridge Drive Suite 200 SAN Diego CA
About Corlett Financial, Inc.
Corlett Financial is a San Diego–based, fiduciary wealth management firm led by Ken Corlett, CFP® (practicing since 2001). The firm builds custom financial plans and ongoing portfolio supervision with a science-based approach, including Dimensional Fund Advisors solutions, with emphasis on retirement and family legacy planning. Offers a client dashboard and is currently accepting new clients by referral only.
Team overview
53 AVG AGE
$31.2M AVG AUM / ADVISOR
$410.5K AVG AUM / CLIENT
8.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
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Custodian
Available
Fund Managers
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Investment Themes
Available
Investment Vehicles
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Services
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Technology
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Owner & Executives
KENNETH A CORLETT
Chief Compliance Officer, Owner, President
- CRD
- #2681963
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,194,248 | -- |
| Non-Discretionary | $0 | -- |
| Total | $31,194,248 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Other:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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