National Retirement Planning Experts

National Coverage
Local Professionals

MANCHESTER CAPITAL MANAGEMENT LLC

3657 Main Street
Manchester, Vermont 05254
Tel: 802-362-4410

Need a Financial Advisor?
Compare Vetted Advisors

About MANCHESTER CAPITAL MANAGEMENT LLC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#110003
SEC#801-43586
Assets Managed by Firm$3,688,455,226
No. of Clients1684
No. of Advisors37

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
  • Publication of periodicals and newsletters
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total1684$3,688,455,226
Individuals (other than high net worth individuals)84$38,007,577
High net worth individuals184$3,502,753,579
Pension and profit sharing plans1$1,428,458
Charitable organizations11$146,265,612

More Retirement Planning firms in Manchester, Vermont:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
NLG CAPITAL, INC.
One National Life Drive
Montpelier, VT, 05604
$35,941,367,795843
CHAMPLAIN INVESTMENT PARTNERS, LLC
180 Battery Street, Suite 400
Burlington, VT, 05401-5334
$17,319,756,03511942
ESI FINANCIAL ADVISORS
One National Life Drive
Montpelier, VT, 05604
$2,124,751,34511558450
MAPLE CAPITAL MANAGEMENT, INC.
535 Stone Cutters Way
Montpelier, VT, 05602
$1,723,412,484264923
TRG INVESTMENT ADVISORS, LLC
48 Harris Place
Brattleboro, VT, 05301
$1,113,838,1945347

Explore More Retirement Advisors in Manchester, Vermont