Mccollum Christoferson Group, LLC
Firm details
- Headquarters
- Amherst, New York
- CRD number
- 268812
- Registered since
- August 19, 2015
- 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
FINTRXOverview
Mccollum Christoferson Group, LLC is an independent registered investment adviser structured as an LLC. The firm is SEC-registered (registration in 2015) and reports an owner-type of individual. Its client mix includes high-net-worth individuals and families as well as institutional clients. Primary advisory services are financial planning and portfolio management for individuals and small businesses. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm does not identify as an active ESG investor, is not a capital allocator, and is not classified as a multi-state or newly formed adviser in the provided data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient 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
Katherine Christoferson
Chief Executive Officer | Senior Financial AdvisorCRD 1133584
Allison Jaffe
Chief Compliance OfficerCRD 2391256
Amanda Fallon Cornwell
Chief Operating OfficerCRD 7004876
Contacts
2 of 2
William Deacon
Senior Financial AdvisorCRD 2227302
Matthew Johnson
Senior Research AnalystCRD 7591625
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 38Active vs passive
$227M in ETFs
90%
$204M
10%
$23M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF (VOO) | Vanguard | Passive | Large Blend | $27.5M | 96,692 | 12.09% |
Location
Amherst, NY
Erie
Location
Amherst, NY
Headquartered in Amherst, NY, anchoring the Buffalo-Cheektowaga-Olean, NY metro in the Northeast.
- Metro area
- Buffalo-Cheektowaga-Olean, NY
- Region
- Northeast
- County
- Erie
- Address
- 500 Corporate Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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