Manchester Financial Inc
● SEC registered since 1990CRD 106071SEC# 801-37370Westlake Village, CA
Reg. AUM
$1.05B
Employees
19
Accounts
2,453
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 $1 billion in regulatory assets under management and employs 19 people.
Manchester Financial Inc owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alan Scott Hopkins Control | Chief Economist Strategist | Under 5% | 1995 |
| Robert James Katch Control | President/Chief Compliance Officer | Over 75% | 1990 |
Frequently asked questions
How much does Manchester Financial Inc manage?
Manchester Financial Inc reports $1 billion in regulatory assets under management on its Form ADV.
How many employees does Manchester Financial Inc have?
Manchester Financial Inc reports 19 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
| Address | 2815 Townsgate Road, Suite 100, Westlake Village, CA 91361 |
| Phone | 805-495-4405 |
| Fax | 805-495-4445 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.05B▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 32%
Larger than 68% of 16,271 advisers
EmployeesTop 25%
More than 75% of 16,825 advisers
Assets under management
$1.05Bregulatory AUM
Discretionary $1.05B