Manchester Financial Inc.
Manchester Financial Inc. (CRD# 106071) is a financial advisory firm headquartered in Westlake Village, CA. They manage $757,973,139 in 2,319 accounts and serve the financial needs of clients across 12 states (or territories).
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Total Assets Under Management758MILLION
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Total Number of Accounts2,319ACCOUNTS
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Average Account Value$326,853
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Other
- 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
AZ, CA, CO, FL, ID, NC, NH, NV, NY, OR, TX, WA
Jennifer Caruso (CRD# 5236017) is an Investment Advisor Representative working at Manchester Financial Inc. in Westlake Village, CA and has over 10 years of experience in the finance industry.
Seth Catanese (CRD# 6788769) is an Investment Advisor Representative working at Manchester Financial Inc. in Westlake Village, CA and has over 3 years of experience in the finance industry.
Andrew Chen (CRD# 7041936) is an Investment Advisor Representative working at Manchester Financial Inc. in Westlake Village, CA and has over 2 years of experience in the finance industry.
Alan Hopkins (CRD# 2170692) is an Investment Advisor Representative working at Manchester Financial Inc. in Westlake Village, CA and has over 28 years of experience in the finance industry.
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.
Laura Navarro (CRD# 4267888) is an Investment Advisor Representative working at Manchester Financial Inc. in Westlake Village, CA and has over 20 years of experience in the finance industry. Laura Navarro 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.
Steven Scott (CRD# 5932414) is an Investment Advisor Representative working at Manchester Financial Inc. in Westlake Village, CA and has over 9 years of experience in the finance industry.
Mark Weiderman (CRD# 2074035) is an Investment Advisor Representative working at Manchester Financial Inc. in Westlake Village, CA and has over 30 years of experience in the finance industry.
Scott Whitney (CRD# 2502977) 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.