Mccollum Christoferson Group, LLC

Overview

Mccollum Christoferson Group, LLC is an independent, individual-owned registered investment adviser formed in 2015 and organized as an LLC. The firm serves a mix of individual, family and institutional clients and describes itself primarily as a provider of financial planning and portfolio management for individuals and small businesses. It does not position itself as a capital allocator or pension consultant and is not identified as an active ESG investor. Advisory relationships are fee-based and flexible: the practice charges percentage-of-AUM fees and also uses hourly and fixed-fee arrangements. The adviser is not listed as a multi-state or related adviser in the available records.

Assets & Accounts

Public Holdings

Investments & Alternatives