Manchester Financial Inc
Firm details
- Headquarters
- Westlake Village, California
- CRD number
- 106071
- Registered since
- September 14, 1990
- Website
- www.manchesterfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Commissions, Performance Based Fees
- Client types
- HNWI80.62%
- Individuals17.34%
- Pension & Profit Sharing Plans1.63%
- Corporations / Businesses0.42%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Manchester Financial Inc is an independent, privately owned registered investment adviser that has been operating since 1990. The firm positions itself as a capital allocator for both individual/family clients and institutional accounts, offering financial planning, portfolio management for individuals and businesses, selection of outside advisers, and educational workshops. Its fee arrangements are varied — percentage of assets under management, hourly charges, commissions and performance-based fees are all used. Manchester Financial also holds roles tied to private investment vehicles, acting as an insurance sponsor, general partner, or managing member on some pooled structures.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds81%
- Exchange Traded Equities12%
- Private Funds6%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1
Alan Hopkins
Chief EconomistCRD 2170692
Contacts
3 of 10
Scott Whitney
Senior Investment AdvisorCRD 2502977
Seth Catanese
Financial AdvisorCRD 6788769
Mark Weiderman
Portfolio ManagerCRD 2074035
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 84Active vs passive
$577M in ETFs
83%
$478M
16%
$99.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US BROAD MARKET ETF (SCHB) | Schwab | Passive | Large Blend | $97.9M | 3,381,852 | 16.97% |
Location
Westlake Village, CA
Ventura
Location
Westlake Village, CA
Headquartered in Westlake Village, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Ventura
- Address
- 2815 Townsgate Rd
- Time zone
- PT (UTC-8)
- Office locations
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