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McCollum Christoferson Group, LLC

● SEC registered since 2015CRD 268812SEC# 801-106540Amherst, NY
Export (members)
Reg. AUM
$441.7M
Employees
6
Accounts
787
Location
Amherst, NY

McCollum Christoferson Group, LLC assets under management

McCollum Christoferson Group, LLC is an SEC-registered investment adviser based in Amherst, NY. The firm has been registered since 2015. It reports $441.7 million in regulatory assets under management and employs 6 people.
www.mccollum-christoferson.comView on SEC.gov ↗

McCollum Christoferson Group, LLC owners & executives

3 reported
NameTitleOwnershipSince
Allison Gail JaffeChief Compliance OfficerUnder 5%2025
Amanda Lenore Fallon CornwellCooUnder 5%2025
Katherine Ann Christoferson ControlManaging MemberOver 75%2015

Frequently asked questions

How much does McCollum Christoferson Group, LLC manage?

McCollum Christoferson Group, LLC reports $441.7 million in regulatory assets under management on its Form ADV.

How many employees does McCollum Christoferson Group, LLC have?

McCollum Christoferson Group, LLC reports 6 employees.

Where is McCollum Christoferson Group, LLC located?

McCollum Christoferson Group, LLC is based in Amherst, NY and has been SEC-registered since 2015.

Does McCollum Christoferson Group, LLC disclose fund performance?

McCollum Christoferson Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address500 Corporate Parkway, Suite 210, Amherst, NY 14226-1263
Phone(716) 854-5400
Fax(716) 247-5298
Office hours8:30 a.m. - 5:00p.m.
SEC regionNew York Regional Office (NYRO)
CIK1727573
Discloses disciplinary historyNo

Assets under management

Discretionary$441.7M
Non-discretionary$0
Total (RAUM)$441.7M