Robert James Katch

Manchester Financial INC

34 Years of Experience

1 DisclosureMay Earn Commission

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningHigh Net Worth

Manchester Financial INC

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

11 advisors

Number of Clients

1,007 clients

Average Client Portfolio

$940K average

Assets Under Management

$946.8M

Fee Structure

Minimum Investment:$500K

Financial Planning:Included in AUM fee

Location

2815 Townsgate Road, Suite 100, Westlake Village, CA, 91361

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

March 2010

Settled

View Full SEC Report How to Read Disclosures

Employment History

Current Registrations

Manchester Financial INC

January 2003 - Present · 23 yrs 1 mo

Previous Registrations

Wealth Enhancement & Preservation, INC.

June 2005 - June 2017 · 12 yrs

Manchester Financial INC

January 1991 - December 2002 · 11 yrs 11 mos

State Registrations2 states

CATX

Advisor

Exams

No exam information available for this advisor.