McCollum Christoferson Group LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Portfolios
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
CAFR Data
McCollum Christoferson Group LLC
CRD #268812
SEC #801-106540
CIK #1727573
AUM $355.3 MM (100% Disc, 100% US, 2020-02-28)
Employees4 (50% Investors, 0% Brokers)
Phone716-854-5400
Address500 Corporate Parkway
Amherst, NY 14226
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
3602882161447202010201320172021
Sector Issuer Cap ($MM) Value ($MM)
ILMN 52,100.0 7.8
WST 15,160.0 7.2
NEOG 3,670.0 7.1
ECL 59,170.0 7.1
JNJ 381,110.0 7.0
MSFT 1,376,930.0 6.8
DIS 218,470.0 6.6
COST 134,590.0 6.3
AMT 108,140.0 6.3
ATR 7,030.0 6.2
View All
Holdings by Sector ($)
0.30.20.20.10.10.02016201720182020
Comparable Firms State AUM ($BB)
Tilson Financial Group Inc
NJ 0.4
van SANT & Mewshaw Inc
MD 0.4
Silicon Valley Wealth Advisors LLC
CA 0.4
GFS Private Wealth LLC
FL 0.4
Bray Capital Advisors LLC
FL 0.4
Claybrook Capital LLC
MA 0.4
Financial Management Group Inc
OH 0.4
Provident Wealth Management LLC
TN 0.4
Efficient Frontier Advisors LLC
CT 0.4
Executive Wealth Group LLC
WA 0.4
Terms of Service | Privacy Policy | User Guide
tony@aum13f.com