MANCHESTER CAPITAL MANAGEMENT LLC

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

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 Status	Approved
Firm CRD#	110003
SEC#	801-43586
Assets Managed by Firm	$3,688,455,226
No. of Clients	1684
No. of Advisors	37

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 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

More Retirement Planning firms in Manchester, Vermont:

Firm Name	Assets Under Management	Total Clients	Total Advisors
NLG CAPITAL, INC. One National Life Drive Montpelier, VT, 05604	$35,941,367,795	8	43
CHAMPLAIN INVESTMENT PARTNERS, LLC 180 Battery Street, Suite 400 Burlington, VT, 05401-5334	$17,319,756,035	119	42
MAPLE CAPITAL MANAGEMENT, INC. 535 Stone Cutters Way Montpelier, VT, 05602	$1,723,412,484	2649	23
TRG INVESTMENT ADVISORS, LLC 48 Harris Place Brattleboro, VT, 05301	$1,113,838,194	534	7
ONE DAY IN JULY LLC 77 College St. #3a Burlington, VT, 05401	$1,089,449,663	3737	20

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