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MANCHESTER FINANCIAL INC
WESTLAKE VILLAGE, CA
805-495-4405
SEC #801-37370Total AUM
$1B
Employees
19Clients
1,102Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2815 TOWNSGATE ROAD
SUITE 100
WESTLAKE VILLAGE
CA 91361
United States
SUITE 100
WESTLAKE VILLAGE
CA 91361
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
805-495-4405
Other Offices
2
Financials
Total AUM
$1B
Accounts
2,453Discretionary
$1B
Accounts
2,453Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
696AUM
$181.4M
HNW Individual Clients
322AUM
$843.5M
Pension/Profit Sharing Plan Clients
55AUM
$17M
Corporation or Business Clients
29AUM
$4.3M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
CONSULTING SERVICES
Compensation Types
Charges CommissionCharges Hourly FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
AZCACOFLIDNHNVNYORTNTXUTWA
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.