Manchester Financial is based out of Westlake Village. Manchester Financial is a large advisory firm with 989 clients and discretionary assets under management (AUM) of $757,973,139 (Form ADV from 2020-03-27). Their last reported 13F filing for Q1 2020 included $135,467,000 in managed 13F securities and a top 10 holdings concentration of 64.42%. Manchester Financial's largest holding is Schwab U.S. Broad Market ETF with shares held of 531,254. Whalewisdom has at least 6 13F filings
: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
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Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15
|Performance for Q1 2020:||-12.77%|
|Performance Last 4 Quarters:||1.0%|
|SEC Registration as :||Large Advisory Firm|
|Form of Organization:||Corporation|
|Number of employees:||16|
|Other Business Activities:|
|Advisor Fees/Compensation:||Percentage of assets under management,Hourly charges,Performance-based fees,CONSULTING SERVICES|
|Amount of client funds and securities:||665,045,000|
|Total Number of Clients:||989|
|Amount of client funds and securities by related persons:|
|Total Number of clients from related persons:|