Manchester Financial INC
Westlake Village, CA·SEC-registered · CRD #106071
Manchester Financial INC is an SEC-registered investment advisory firm in Westlake Village, CA managing $1.0B across 2.5k client accounts, with 14 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.0B
Client accounts
2.5k
Advisory staff
14
Fee model
Fee-only
How Manchester Financial INC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Manchester Financial INC
How much does Manchester Financial INC manage?
Per its most recent SEC Form ADV filing (03/27/2026), Manchester Financial INC reports $1.0B in regulatory assets under management across roughly 2.5k client accounts.
How does Manchester Financial INC charge?
Manchester Financial INC is a fee-only firm. Its disclosed compensation arrangements are: % of assets, Hourly, Performance-based. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Manchester Financial INC a fiduciary?
Yes. Manchester Financial INC is registered with the U.S. Securities and Exchange Commission (CRD #106071), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Manchester Financial INC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Manchester Financial INC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Westlake Village, CA
Profile compiled from Manchester Financial INC's public SEC Form ADV filing (CRD #106071, filed 03/27/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Manchester Financial INC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Manchester Financial INC? Claim this profile.