Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > missouri > st louis > MCCOLLUM CHRISTOFERSON GROUP, LLC
MCCOLLUM CHRISTOFERSON GROUP, LLC
500 Corporate Parkway
Suite 210
Amherst, New York 14226-1263
Tel: (716) 854-5400
About MCCOLLUM CHRISTOFERSON GROUP, LLC
MCCOLLUM CHRISTOFERSON GROUP, LLC, formally registered with the SEC as MCCOLLUM CHRISTOFERSON GROUP, LLC. The firm was established in 08/19/2015. They have over 1 offices throughout the country.
MCCOLLUM CHRISTOFERSON GROUP, LLC is a Amherst, New York based Financial Planning firm with nearly $421,081,162 assets under management, offering retirement planning & investment advisory services to 710 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 268812 |
| SEC# | 801-106540 |
| Assets Managed by Firm | $421,081,162 |
| No. of Clients | 710 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 710 | $421,081,162 |
| Individuals (other than high net worth individuals) | 301 | $146,404,632 |
| High net worth individuals | 75 | $259,343,754 |
| Pension and profit sharing plans | 2 | $2,037,235 |
| Charitable organizations | 8 | $9,655,835 |
| Corporations or other businesses | 2 | $3,639,706 |
More Retirement Planning firms in Amherst, New York:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $824,988,034,503 | 5086856 | 29003 | |
| $558,464,518,060 | 1352052 | 19871 | |
| $306,242,186,324 | 282 | 390 | |
| $229,554,718,263 | 647 | 225 | |
| $169,541,361,944 | 13 | 218 |
Explore More Retirement Advisors in Amherst, New York