McCollum Christoferson is an investment advisor in Amherst with $509.80 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
454004189
SEC advisor number
801-106540
FINRA CRD number
268812
AUM ?
$421.08 mm
(as of 21 Mar 24)
Accounts
710
(as of 21 Mar 24)
Employees
6
(3 investment advisory or research)
Address
McCollum Christoferson
500 CORPORATE PARKWAY
SUITE 210
AMHERST
NY 14223
500 CORPORATE PARKWAY
SUITE 210
AMHERST
NY 14223
Phone
716-854-5400
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
16 Oct 24
13F-HR
Quarterly holdings report by institutional manager
30 Jul 24
13F-HR
Quarterly holdings report by institutional manager
26 Apr 24
13F-HR
Quarterly holdings report by institutional manager
19 Jan 24
13F-HR
Quarterly holdings report by institutional manager
8 Nov 23
13F-HR
Quarterly holdings report by institutional manager
28 Jul 23
13F-HR
Quarterly holdings report by institutional manager
1 May 23
13F-HR
Quarterly holdings report by institutional manager
6 Feb 23
13F-HR
Quarterly holdings report by institutional manager
31 Oct 22
13F-HR
Quarterly holdings report by institutional manager
10 Aug 22