MANCHESTER FINANCIAL INC

2815 Townsgate Road
Suite 100
Westlake Village, California 91361
Tel: 805-495-4405

About MANCHESTER FINANCIAL INC

MANCHESTER FINANCIAL INC, formally registered with the SEC as MANCHESTER FINANCIAL INC. The firm was established in 09/14/1990. They have over 3 offices throughout the country.

MANCHESTER FINANCIAL INC is a Westlake Village, California based Financial Planning firm with nearly $854,587,885 assets under management, offering retirement planning & investment advisory services to 2304 clients. The firm is staffed with 19 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106071
SEC#	801-37370
Assets Managed by Firm	$854,587,885
No. of Clients	2304
No. of Advisors	19

Fee Structure

A percentage of AUM
Hourly charges
Commission Based
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Education seminars/workshops
Other (CONSULTING SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	2304	$854,587,885
Individuals (other than high net worth individuals)	704	$225,329,334
High net worth individuals	250	$617,775,344
Pension and profit sharing plans	19	$7,540,973
Corporations or other businesses	29	$3,942,234

More Retirement Planning firms in Westlake Village, California:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CAPITAL RESEARCH AND MANAGEMENT COMPANY 333 S Hope Street, 55th Floor Los Angeles, CA, 90071-1406	$3,315,358,763,219	22262	1384
BLACKROCK FUND ADVISORS 400 Howard Street San Francisco, CA, 94105	$3,047,294,350,591	522	700
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,615,929,249,500	2811	3194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

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