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MANCHESTER FINANCIAL INC

WESTLAKE VILLAGE, CA · CRD 106071 · IAPD ↗ · 805-495-4405

$1.05BRegulatory AUM
14Advisory reps
19Employees
0Clients
251-500Planning clients
0Private funds
14States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
September 2026 — MANCHESTER FINANCIAL INC notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2026 — MANCHESTER FINANCIAL INC crossed $1B in regulatory AUM ($946.8M -> $1.05B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
71
April 2025 — MANCHESTER FINANCIAL INC grew from 12 to 15 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
April 2024 — MANCHESTER FINANCIAL INC notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.