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MANCHESTER FINANCIAL INC
CRD 106071 · SEC 801-37370
2815 TOWNSGATE ROAD, SUITE 100, WESTLAKE VILLAGE, CA, 91361, United States
Phone
805-495-4405
Fax
805-495-4445
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.05B
Discretionary AUM
$1.05B
Team
19 total employees; 14 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Commissions; Performance-based fees
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminarsCONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 696 | $181.4M |
| High net worth individuals | 322 | $843.5M |
| Pension/profit sharing plans | 55 | $17.0M |
| Corporations/business entities | 29 | $4.3M |
States served
AZ, CA, CO, ID, NV, NY, OR, TN, UT, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD