Mccollum Christoferson Group, LLC
Mccollum Christoferson Group, LLC (CRD# 268812) is a financial advisory firm headquartered in Amherst, NY. They manage $421,081,162 in 710 accounts and serve the financial needs of clients across 11 states (or territories).
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Total Assets Under Management421MILLION
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Total Number of Accounts710ACCOUNTS
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Average Account Value$593,072
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, CT, FL, GA, MN, NC, NY, PA, SC, TX, VA
Katherine Christoferson (CRD# 1133584) is an Investment Advisor Representative working at Mccollum Christoferson Group, LLC in Amherst, NY and has over 34 years of experience in the finance industry.
William Deacon (CRD# 2227302) is an Investment Advisor Representative working at Mccollum Christoferson Group, LLC in Amherst, NY and has over 30 years of experience in the finance industry.
Matthew Johnson (CRD# 7591625) is an Investment Advisor Representative working at Mccollum Christoferson Group, LLC in Amherst, NY and has 1 year of experience in the finance industry.