Manchester Financial Inc.

Manchester Financial Inc. (CRD# 106071) is a financial advisory firm headquartered in Westlake Village, CA. They manage $477,621,229 in 1,689 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    478
    MILLION
  • Total Number of Accounts
    1,689
    ACCOUNTS
  • Average Account Value
    $282,783
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, HI, NH, NV, OR, TX, WA

Financial Advisors at Manchester Financial Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Laura J. McFadden
CRD#: 4267888
2815 Townsgate Road Suite 100, Westlake Village, CA 91361
96
Wealthminder
score

Laura McFadden (CRD# 4267888) is an Investment Advisor Representative working at Manchester Financial Inc. in Westlake Village, CA and has over 16 years of experience in the finance industry. Laura McFadden has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
David L. Bryant
CRD#: 4501479
2815 Townsgate Road Suite 100, Westlake Village, CA 91361
93
Wealthminder
score

David Bryant (CRD# 4501479) is an Investment Advisor Representative working at Manchester Financial Inc. in Westlake Village, CA and has over 13 years of experience in the finance industry.

3
Mark Weiderman
CRD#: 2074035
2815 Townsgate Road Suite 100, Westlake Village, CA 91361
93
Wealthminder
score

Mark Weiderman (CRD# 2074035) is an Investment Advisor Representative working at Manchester Financial Inc. in Westlake Village, CA and has over 26 years of experience in the finance industry.

4
Susannah I. Beard
CRD#: 6663581
2815 Townsgate Road Suite 100, Westlake Village, CA 91361
90
Wealthminder
score

Susannah Beard (CRD# 6663581) is an Investment Advisor Representative working at Manchester Financial Inc. in Westlake Village, CA and has 1 year of experience in the finance industry.

5
Steven Scott
CRD#: 5932414
2815 Townsgate Road Suite 100, Westlake Village, CA 91361
90
Wealthminder
score

Steven Scott (CRD# 5932414) is an Investment Advisor Representative working at Manchester Financial Inc. in Westlake Village, CA and has over 5 years of experience in the finance industry.

6
Alan S. Hopkins
CRD#: 2170692
Reno, NV
83
Wealthminder
score

Alan Hopkins (CRD# 2170692) is an Investment Advisor Representative working at Manchester Financial Inc. in Reno, NV and has over 24 years of experience in the finance industry.

7
Robert J. Katch
CRD#: 2121257
2815 Townsgate Road, Suite 100, Westlake Village, CA 91361
77
Wealthminder
score

Robert Katch (CRD# 2121257) is an Investment Advisor Representative working at Manchester Financial Inc. in Westlake Village, CA and has 1 year of experience in the finance industry.

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