MANCHESTER FINANCIAL INC

Advisory Business

Type of Organization	Corporation
Fiscal Year End	DECEMBER
Legal Location	California, United States

Employees

Total Number of Employees	19
Investment Advisory/Research	12
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	12
Licensed Agents of an Insurance Company	5
No. of Firms/People that Solicit Clients	2

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	2,304	$854.6M
Non-Discretionary	0	$0
Total	2,304	$854.6M

Clients

Type	Number	RAUM
Individuals	704	$225.3M
HNW Individuals	250	$617.8M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	19	$7.5M
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	29	$3.9M
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	251-500

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)Educational seminars/workshopsCONSULTING SERVICES
Compensation	% of AUMHourly chargesCommissionsPerformance-based fees

Identifiers

SEC RIA File Number	801-37370
SEC ERA File Number	801-37370
SEC CIK Numbers	866590
SEC CRD Numbers	106071
Legal Entity Identifier	None

Principal Office

2815 TOWNSGATE ROAD
SUITE 100
WESTLAKE VILLAGE
CA
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic