Tech stack
No one at Christofferson, Robb & Company has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Northern Trust
Per Form ADV · $572M held · filed Nov 2024
J.P. Morgan
Per Form ADV · $470M held · filed Nov 2024