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 organized as a limited liability company and registered with the SEC in 2015. The firm is owned by an individual and serves a mix of high‑net‑worth individuals and families as well as institutional clients. Core services are financial planning and discretionary portfolio management for individuals and small businesses. Compensation is flexible and includes a percentage‑of‑AUM fee, hourly charges, and fixed fees. The firm reports a preference for equity investments, does not identify as an active ESG investor, and does not position itself as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
FINTRXContacts
FINTRXWealth 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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