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Manchester Financial Inc

● SEC registered since 1990CRD 106071SEC# 801-37370Westlake Village, CA
Export (members)
Reg. AUM
$946.8M
Employees
20
Accounts
1,007
Location
Westlake Village, CA

Manchester Financial Inc assets under management

Manchester Financial Inc is a registered investment adviser overseen by the SEC based in Westlake Village, CA. The firm has been registered since 1990. It reports $946.8 million in regulatory assets under management and employs 20 people.
www.facebook.com/manchesterfinancialView on SEC.gov ↗

Manchester Financial Inc owners & executives

2 reported
NameTitleOwnershipSince
Alan Scott Hopkins ControlChief Economist StrategistUnder 5%1995
Robert James Katch ControlPresident/Chief Compliance OfficerOver 75%1990

Frequently asked questions

How much does Manchester Financial Inc manage?

Manchester Financial Inc reports $946.8 million in regulatory assets under management on its Form ADV.

How many employees does Manchester Financial Inc have?

Manchester Financial Inc reports 20 employees.

Where is Manchester Financial Inc located?

Manchester Financial Inc is based in Westlake Village, CA and has been SEC-registered since 1990.

Does Manchester Financial Inc disclose fund performance?

Manchester Financial Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2815 Townsgate Road, Suite 100, Westlake Village, CA 91361
Phone805-495-4405
Fax805-495-4445
Office hours8:00 a.m. - 5:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$946.8M
Non-discretionary$0
Total (RAUM)$946.8M