MANCHESTER FINANCIAL INC

HTTP://WWW.MANCHESTERFINANCIAL.COM WESTLAKE VILLAGE, CA Investment Advisor How do I update this listing?

Also known as:

  • MANCHESTER FINANCIAL INC /ADV

Manchester Financial is based out of Westlake Village. Manchester Financial is a large advisory firm with 903 clients and discretionary assets under management (AUM) of $669,559,970 (Form ADV from 2018-03-29). Their last reported 13F filing for Q4 2018 included $184,996,000 in managed 13F securities and a top 10 holdings concentration of 76.18%. Manchester Financial's largest holding is Schwab U.S. Broad Market ETF with shares held of 885,267. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: 0.75%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

MANCHESTER FINANCIAL INC
2815 TOWNSGATE ROAD SUITE 100
WESTLAKE VILLAGE CA    91361
Country: United States

Business Phone: 805-495-4405
Fax: 805-495-4445
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: CA
Number of employees: 23
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Performance-based fees,CONSULTING SERVICES; SUB-ADVISOR
Amount of client funds and securities: 669,560,000
Total Number of Clients: 903
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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