Manchester Financial Inc

RIASEC RegisteredEst. 1990

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, SEC-registered registered investment adviser that has operated since 1990. The firm serves individual and family clients as well as institutional clients and describes itself as a capital allocator that both manages portfolios and selects outside managers. Its advisory services include financial planning, portfolio management for individuals/small businesses and for larger businesses or institutions, selection of other advisers, and educational seminars and workshops. Fee arrangements are varied: percentage-of-AUM, hourly charges, commissions, and performance-based fees are all used. The firm is not identified as an active ESG investor. Manchester Financial also has roles on the product and sponsor side of the industry — the firm is listed as an insurance company sponsor and as a general partner/managing member of pooled investment vehicles, indicating it sponsors or operates pooled funds in addition to client-facing advisory work.