3657 Main Street
Manchester, Vermont 05254
Tel: 802-362-4410
MANCHESTER CAPITAL MANAGEMENT LLC, formally registered with the SEC as MANCHESTER CAPITAL MANAGEMENT LLC. The firm was established in 04/07/1993. They have over 4 offices throughout the country.
MANCHESTER CAPITAL MANAGEMENT LLC is a Manchester, Vermont based Financial Planning firm with nearly $3,688,455,226 assets under management, offering retirement planning & investment advisory services to 1684 clients. The firm is staffed with 37 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 110003 |
SEC# | 801-43586 |
Assets Managed by Firm | $3,688,455,226 |
No. of Clients | 1684 |
No. of Advisors | 37 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1684 | $3,688,455,226 |
Individuals (other than high net worth individuals) | 84 | $38,007,577 |
High net worth individuals | 184 | $3,502,753,579 |
Pension and profit sharing plans | 1 | $1,428,458 |
Charitable organizations | 11 | $146,265,612 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$35,941,367,795 | 8 | 43 | |
$17,319,756,035 | 119 | 42 | |
$2,124,751,345 | 11558 | 450 | |
$1,723,412,484 | 2649 | 23 | |
$1,113,838,194 | 534 | 7 |
Explore More Retirement Advisors in Manchester, Vermont