Assets Under Management
$946.8M
Number of Clients
1,007
Number of Advisors
11
Average Client AUM
$940K
AUM per Advisor
$86.1M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Manchester Financial, Inc. provides individualized investment advice and financial planning services. They gather client financial data to develop personalized profiles and asset allocation strategies. They may recommend stocks, bonds, ETFs, mutual funds, and other investments. They also offer consulting services on specific areas of concern.
2815 Townsgate Road, Suite 100, Westlake Village, CA, 91361