Manchester Financial Inc.
Manchester Financial Inc. (CRD# 106071) is a financial advisory firm headquartered in Westlake Village, CA. They manage $854,587,885 in 2,304 accounts and serve the financial needs of clients across 14 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management855MILLION
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Total Number of Accounts2,304ACCOUNTS
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Average Account Value$370,915
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Commissions
- 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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, CO, FL, ID, NC, NH, NV, NY, OR, TN, TX, UT, WA
Financial Advisors at Manchester Financial Inc.
11
Janika Domingo (CRD# 7344639) 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.
12
Mario Valverde (CRD# 6552222) is an Investment Advisor Representative working at Manchester Financial Inc. in Westlake Village, CA and has over 4 years of experience in the finance industry.
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