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MCCOLLUM CHRISTOFERSON GROUP, LLC
CRD 268812 · SEC 801-106540
500 CORPORATE PARKWAY, SUITE 210, AMHERST, NY, 14226-1263, United States
Phone
(716) 854-5400
Fax
(716) 247-5298
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$415.8M
Discretionary AUM
$415.8M
Team
6 total employees; 3 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 213 | $78.8M |
| High net worth individuals | 124 | $328.7M |
| Pension/profit sharing plans | 2 | $2.3M |
| Charitable organizations | 9 | $5.0M |
| Corporations/business entities | 2 | $1.1M |
States served
CA, GA, MN, NY, NC, PA, SC, VA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD