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| Happy Holidays!! thanks for using AUM13F!! |
| Manchester Financial Inc
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| CRD # | 106071 |
| SEC # | 801-37370 |
| CIK # | 0001367611, 0000866590, 0001169253, 0001676838 |
| AUM | $946.8 M (2025-03-21) |
| Employees | 20 (75% Investors, 0% Brokers) |
| Phone | 805-495-4405 |
| Address | 2815 Townsgate Road Westlake Village, CA 91361 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 17.8 | ||
| Apple Inc | 12.1 | ||
| Facebook Inc | 6.9 | ||
| Microsoft Corp | 6.1 | ||
| Palantir Technologies Inc | 5.7 | ||
| Costco Wholesale Corp /NEW | 5.4 | ||
| Amazon Com Inc | 3.2 | ||
| VISA Inc | 2.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 674 | 218.1 |
| (b) Individuals (high net worth individuals) | 282 | 715.3 |
| (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 | 21 | 9.3 |
| (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 | 30 | 4.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,007 | 946.8 |
| By Discretionary | ||
| Discretionary | 1,007 | 946.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,007 | 946.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 946.8 | |
| Total | 1,007 | 946.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000866590] | |
| 3 | [0001169253] | |
| 4 | [0001169253] | |
| SC 13D | [0001169253] | |
| SC 13G | [0001169253] | |
| 3 | [0001367611] | |
| 4 | [0001367611] | |
| SC 13G | [0001367611] | |
| 3 | [0001676838] | |
| 4 | [0001676838] |
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|---|---|---|
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Lucid Advisors Inc
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WA | 1.0 |
|
First Affirmative Financial Network LLC
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CO | 1.0 |
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Financial Advisors Network Inc
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CA | 1.0 |
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The Joseph Group LLC
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OH | 0.9 |
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Galloway Asset Management LLC
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AZ | 0.9 |
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Oak Harvest Investment Services LLC
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TX | 0.9 |
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Cooper/Haims Advisors LLC
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|
NY | 0.9 |
|
One Charles Private Wealth Services LLC
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MA | 0.9 |
|
Black Coral Financial Advisors LLC
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NJ | 0.9 |
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KFG Wealth Management LLC
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|
IN | 0.9 |