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

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