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Robert James Katch

MANCHESTER FINANCIAL INC·WESTLAKE VILLAGE, California
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2815 TOWNSGATE ROAD, WESTLAKE VILLAGE, CA 91361CRD# 2121257Firm CRD# 106071
01

About

Robert James Katch is a registered financial advisor based in WESTLAKE VILLAGE, California, affiliated with MANCHESTER FINANCIAL INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
MANCHESTER FINANCIAL INC
MANCHESTER FINANCIAL INC
AUM
$855M
Regulatory assets under management
Employees
19
Total firm employees
View all advisors at MANCHESTER FINANCIAL INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Commissions
Performance-based fees
Regulatory
SEC/IARD CRD# 2121257
Firm CRD# 106071
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert James Katch offer?
Robert James Katch specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WESTLAKE VILLAGE, California for a consultation.
What are Robert James Katch's credentials?
Robert James Katch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert James Katch located?
Robert James Katch is based in WESTLAKE VILLAGE, California, working with MANCHESTER FINANCIAL INC. Their office serves clients in the WESTLAKE VILLAGE metropolitan area and surrounding communities.
How does Robert James Katch charge for services?
Robert James Katch's firm is compensated through percentage of aum, hourly charges, commissions, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MANCHESTER FINANCIAL INC?
MANCHESTER FINANCIAL INC has approximately 19 employees and manages $855M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WESTLAKE VILLAGE
Derrick Zandpour — PNMAC CAPITAL MANAGEMENT, LLCScott Allen Ryles — WESTLAKE BIOPARTNERS, LLCCraig Elliott Skowrup — SKOWRUP C E & CODavid D Allison — WESTLAKE BIOPARTNERS, LLCDerek William Stark — PNMAC CAPITAL MANAGEMENT, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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