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Building 2MCCOLLUM CHRISTOFERSON GROUP, LLC

Map pinAMHERST, NY
Phone(716) 854-5400
NotebookSEC #801-106540
Total AUM
$415.8M
Employees
6
Clients
350

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
500 CORPORATE PARKWAY
SUITE 210
AMHERST
NY 14226-1263
United States
Operating Hours
8:30 AM - 5:00PM
Monday - Friday
Phone
(716) 854-5400

ReceiptFinancials

Total AUM
$415.8M
Accounts
815
Discretionary
$415.8M
Accounts
815
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
213
AUM
$78.8M
HNW Individual Clients
124
AUM
$328.7M
Pension/Profit Sharing Plan Clients
2
AUM
$2.3M
Charitable Organization Clients
9
AUM
$5M
Corporation or Business Clients
2
AUM
$1.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLGAMNNCNYPASCTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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