MANCHESTER FINANCIAL INC

CRD 106071File 801-37370

APPROVED

Retail clients

Custody

Filing as of Mar 27, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.05B

Above cohort median (national)

Discretionary AUM

$1.05B

Clients

1,102

2,453 accounts

Employees

Above cohort median in CA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: LARO
Registration date: Sep 14, 1990
Principal office: 2815 TOWNSGATE ROAD, SUITE 100, WESTLAKE VILLAGE, CA, 91361
Phone: 805-495-4405
Website: HTTPS://WWW.FACEBOOK.COM/MANCHESTERFINANCIAL/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.05B
Discretionary AUM: $1.05B
Non-discretionary AUM: $0
Discretionary accounts: 2,453
Non-discretionary accounts: 0
Total accounts: 2,453
AUM per client: $949K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	29	$4.3M
High net worth individuals	322	$843.5M
Pension and profit sharing plans	55	$17.0M
Individuals (other than high net worth individuals)	696	$181.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Commissions
Hourly charges
Performance-based fees
A percentage of assets under your management

Advisory activities

Other
Other advisory activities
Financial planning services
Selection of other advisers
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.