MCCOLLUM CHRISTOFERSON GROUP, LLC

RIASEC RegisteredEst. 2015

Total AUM

$416M

Discretionary

$416M

100% of AUM

Avg account

$510K

Accounts

815

Employees

Advisory reps

Firm details

Headquarters: AMHERST, New York
CRD number: 268812
Registered since: August 19, 2015
Website: www.mccollum-christoferson.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI79.04%
Individuals18.96%
Charitable Organizations1.19%
Pension & Profit Sharing Plans0.55%
Corporations / Businesses0.27%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Mccollum Christoferson Group, LLC is an independent registered investment adviser formed as an LLC and SEC-registered since 2015. The firm is owned by an individual and serves both high-net-worth individuals and families as well as institutional clients. Its advisory work centers on financial planning and portfolio management for individuals and small businesses. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm does not identify as an active ESG investor, is not structured as a capital allocator, and does not report pension consulting or related-adviser relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Exchange Traded Equities64%
Public Funds/Mutual Funds25%
Cash & Cash Equivalents7%
Investment Grade Corp Bonds3%
US Government Bonds1%

Owners & executives

3 of 3

ALLISON JAFFE
Chief Compliance OfficerCRD 2391256
KATHERINE CHRISTOFERSON
Chief Executive Officer | Senior Financial AdvisorCRD 1133584
Amanda Fallon Cornwell
Chief Operating OfficerCRD 7004876