CRD: 106071
Manchester Financial INC
$1.0B Total AUM
$1.0B Disc. AUM
9.4% 3Y CAGR
19 Employees
1,102 ADV. Clients
35 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-14-1990
- Office Locations
- 3
Office Locations
2815 Townsgate Road Suite 100 Westlake Village CA
8701 E. Vista Bonita Drive Suite 210 Scottsdale AZ
-- Fernandina Beach FL
About Manchester Financial INC
Manchester Financial INC is a Westlake Village-based RIA with 3 offices. The firm has been operating for 35 years. Managing $1.0B in total assets under management, with 14 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
52 AVG AGE
$74.7M AVG AUM / ADVISOR
$949.4K AVG AUM / CLIENT
10.7 yrs AVG TENURE
19 Employees
14 Advisory Reps
11 RIA Reps
35yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
ROBERT JAMES KATCH
Associate, Chief Compliance Officer, President
- CRD
- #2121257
- Ownership
- 75% or more
Available
Available
Available
ALAN SCOTT HOPKINS
President
- CRD
- #2170692
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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Seth Christian Catanese
Financial Advisor, General Partner
- CRD
- #6788769
Available
Available
Available
JANIKA DOMINGO
Associate Advisor
- CRD
- #7344639
Available
Available
Available
Showing 2 of 11 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,046,223,900 | $426,508 |
| Non-Discretionary | $0 | -- |
| Total | $1,046,223,900 | $426,508 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Private Funds:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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