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Andrew Joseph Chen

Manchester Financial Inc.

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About Andrew Joseph Chen

Andrew Chen is an investment advisor representative associated with Manchester Financial Inc. based in Westlake Village, CA. Andrew is licensed to provide investment advice in both California and Texas. Andrew is a licensed insurance agent, and provides financial planning, educational seminars, and consulting services to clients.

Firm Information

Andrew Chen is currently registered with Manchester Financial Inc.. Manchester Financial Inc. is an investment advisor based in WESTLAKE VILLAGE, CA. They have 5 licensed agents, 12 investment advisor representatives, and 12 individuals involved in investment advisory functions. They manage approximately $854,587,885 in assets for 2,304 accounts. They offer portfolio management services for individuals, businesses, and pension and profit-sharing plans, as well as financial planning and educational seminars. They do not have a wrap fee program.
Manchester Financial Inc.

2815 TOWNSGATE ROAD

WESTLAKE VILLAGE, CA 91361

$854.59M

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting services

Consulting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Andrew Chen’s Registration & Firm History

CA

02/27/2024 - Present

Manchester Financial Inc. (WESTLAKE VILLAGE CA)

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Licenses & Designations

IA

Issued 12/04/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew Joseph Chen.
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