Philip Todd Kirshman
Investment adviser representative at Manchester Capital Management LLC
12 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$2.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Manchester Capital Management LLCNov 2021 to now
- Impact MetropolisFeb 2020 to now
- Syntrinsic Investment Counsel, LLCDec 2020 to Sep 2021
- Strategic Marketing Solutions Ltd., LLCJun 2015 to Jan 2017
- Cornerstone Capital IncFeb 2014 to Feb 2020
Designations
- CFA
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1993
State registrations
Registered as an investment adviser representative in 1 state (CA).
Manchester Capital Management LLC
$2.8BAssets managed
234Clients
12Advisers
33 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2306545
- Firm CRD
- 110003