McCollum Christoferson Group LLC

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Assets, Funds, Holdings

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CAFR Data
McCollum Christoferson Group LLC
CRD #268812
SEC #801-106540
CIK #1727573
AUM $291.7 MM (100% Disc, 100% US)
Employees4 (50% Investors, 0% Brokers)
Phone716-854-5400
Address500 Corporate Parkway
Amherst, NY 14226
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
2952361771185902011201420172020
Sector Holding Cap ($MM) Value ($MM)
ILMN44,130.07.8
WST7,640.07.2
NEOG3,180.07.1
ECL49,000.07.1
JNJ369,000.07.0
MSFT865,660.06.8
DIS171,070.06.6
COST101,060.06.3
AMT81,680.06.3
ATR6,420.06.2
View All
Holdings by Sector ($)
0.30.20.20.10.10.02016201720182020
Comparable Firms State AUM ($BB)
Court Place Advisors LLC
MD 0.3
First Washington Corporation
WA 0.3
Wealth Planning Corp
OH 0.3
Whelan Financial
CA 0.3
Southern Fiduciary Group Inc
TN 0.3
Osher van De Voorde Investment Management
CA 0.3
Thompson Rubinstein Investment Management Inc
OR 0.3
Eagle Bay Advisors LLC
NY 0.3
Rainey & Randall Investment Management Inc
FL 0.3
EVT Financial Advisors AG
0.3
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