MCCOLLUM CHRISTOFERSON GROUP, LLC
Total AUM
$415.8M
Employees
6Clients
350Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
500 CORPORATE PARKWAY
SUITE 210
AMHERST
NY 14226-1263
United States
SUITE 210
AMHERST
NY 14226-1263
United States
Operating Hours
8:30 AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
(716) 854-5400
Financials
Total AUM
$415.8M
Accounts
815Discretionary
$415.8M
Accounts
815Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
213AUM
$78.8M
HNW Individual Clients
124AUM
$328.7M
Pension/Profit Sharing Plan Clients
2AUM
$2.3M
Charitable Organization Clients
9AUM
$5M
Corporation or Business Clients
2AUM
$1.1M
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CACTFLGAMNNCNYPASCTXVA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.