Manchester Financial Inc

RIASEC Registered

Total AUM

$1B

Discretionary

$1B

100% of AUM

Avg account

$427K

Accounts

2,453

Employees

Advisory reps

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

FINTRX

Overview

Manchester Financial Inc is an independent, individually owned registered investment adviser that has been SEC registered since 1990. The firm serves both individual and family clients as well as institutional investors and describes itself as a capital allocator. Its advisory services include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, manager selection, and educational seminars or workshops. Manchester Financial’s fee arrangements are varied—they charge a percentage of assets under management and also use hourly fees, commission-based arrangements, and performance-based fees. Manchester Financial maintains industry roles beyond advisory work: it is affiliated with an insurance company sponsor and acts as a general partner or managing member for pooled investment vehicles. That structure suggests the firm not only selects third-party managers but can also create or sponsor pooled products for clients.