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Robert James Katch

Manchester Financial Inc

Westlake Village, CA

CRD 2121257

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Employer firm

Manchester Financial Inc CRD 106071

$1.05B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars
  • CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Manchester Financial Inc

2815 Townsgate Road Suite 100, Westlake Village, CA 91361 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2003-01-15
TX RA APPROVED 2003-01-15
  • CA RA
    APPROVED
    Since 2003-01-15
  • TX RA
    APPROVED
    Since 2003-01-15

Branch Locations

2815 Townsgate Road Suite 100, Westlake Village, CA 91361 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Manchester Financial, Inc. Westlake Village CA 07/1990 Present
Previous Registrations
Other Names
  • Robert Katch

View on SEC IAPD

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Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WESTLAKE VILLAGE, CA
EAGLE STRATEGIES LLC · WESTLAKE VILLAGE, CA
RKS MANAGEMENT, INC. · WESTLAKE VILLAGE, CA

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