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| Keyboard |
| Manchester Financial Inc
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|---|---|
| CRD # | 106071 |
| SEC # | 801-37370 |
| CIK # | 0000866590 |
| AUM | 1,046.2 M (2026-03-27) |
| Employees | 19 (74% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 805-495-4405 |
| Address | 2815 Townsgate Road Westlake Village, CA 91361 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Nvidia Corp | 19.2 | |
| Apple Inc | 15.4 | |
| Facebook Inc | 5.1 | |
| Tesla Motors Inc | 4.8 | |
| Flextronics International Ltd | 4.7 | |
| Microsoft Corp | 4.5 | |
| Comfort Systems USA Inc | 3.8 | |
| Amazon Com Inc | 3.7 | |
| Broadcom Inc | 2.8 | |
| Alphabet Inc | 2.7 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 696 | 181.4 |
| (b) Individuals (high net worth individuals) | 322 | 843.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 55 | 17.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 29 | 4.3 |
| (n) Other | 0 | 0.0 |
| Total | 2,453 | 1,046.2 |
| By Discretionary | ||
| Discretionary | 2,453 | 1,046.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,453 | 1,046.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,046.2 | |
| Total | 2,453 | 1,046.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000866590] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Serves | Institutional, Retail, Research |
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|---|---|---|
|
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NY | 1,066.7 M |
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