Alan Scott Hopkins

Manchester Financial INC

28 Years of Experience

1 DisclosureMay Earn Commission

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningHigh Net Worth

Manchester Financial INC

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

11 advisors

Number of Clients

1,007 clients

Average Client Portfolio

$940K average

Assets Under Management

$946.8M

Fee Structure

Minimum Investment:$500K

Financial Planning:Included in AUM fee

Location

2815 Townsgate Road, Suite 100, Westlake Village, CA, 91361

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

August 2011

Denied

View Full SEC Report How to Read Disclosures

Other Business Activities

Alan is the owner of Hopkins Consulting Florida LLC, a business consulting firm, since March 2023. He dedicates a few hours per week to this activity, with minimal time spent during securities trading hours.

Employment History

Current Registrations

Manchester Financial INC

January 2003 - Present · 23 yrs 1 mo

Previous Registrations

Wealth Enhancement & Preservation, INC.

June 2005 - June 2017 · 12 yrs

Manchester Financial INC

July 1997 - December 2002 · 5 yrs 5 mos

State Registrations3 states

CAFLTX

Advisor

Exams

No exam information available for this advisor.