Manchester Financial Inc

Overview

Manchester Financial Inc is an SEC registered investment adviser based in Westlake Village, CA, registered since 1990. It reports $1B in assets under management across 2,453 accounts, with 19 employees. It has 11 investment adviser representatives.

Reported AUM

$1B

Discretionary

100%

Accounts

2,453

Average account

$427K

Employees

19

Advisory reps

11

Registered since

1990

Jurisdictions

14

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Commissions, Hourly Charges, Percentage of Assets and Performance-Based Fees

Executive officers 2 of 2

• Robert James Katch President, Chief Compliance Officer CRD 2121257
• Alan Scott Hopkins Chief Economist Strategist CRD 2170692

Advisory reps 3 of 11

• Seth Christian Catanese Investment Adviser Rep CRD 6788769
• Janika Domingo Investment Adviser Rep CRD 7344639
• Alan Scott Hopkins Investment Adviser Rep CRD 2170692

8 more advisory reps, with emails, phones and branch locations

Location

Headquarters

2815 Townsgate Rd Ste 100
Westlake Village, CA 91361

County

Ventura

Metro area

Oxnard-Thousand Oaks-Ventura, CA

Region

West

Registrations

• SEC registered
• Registered in 14 jurisdictions
• Website: manchesterfinancial.com

Every state, with registration dates

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