McCollum Christoferson Group, LLC
● SEC registered since 2015CRD 268812SEC# 801-106540Amherst, NY
Reg. AUM
$415.8M
Employees
6
Accounts
815
Location
Amherst, NY
About McCollum Christoferson Group
McCollum Christoferson Group is an independently owned investment and financial advisory practice managing portfolios and creating financial plans. It focuses on helping clients secure their financial future and preserve purchasing power.
Summary based on the firm’s website.
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 $415.8 million in regulatory assets under management and employs 6 people.
McCollum Christoferson Group, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Allison Gail Jaffe | Chief Compliance Officer | Under 5% | 2025 |
| Amanda Lenore Fallon Cornwell | Coo | Under 5% | 2025 |
| Katherine Ann Christoferson Control | Managing Member | Over 75% | 2015 |
Frequently asked questions
How much does McCollum Christoferson Group, LLC manage?
McCollum Christoferson Group, LLC reports $415.8 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
| Address | 500 Corporate Parkway, Suite 210, Amherst, NY 14226-1263 |
| Phone | (716) 854-5400 |
| Fax | (716) 247-5298 |
| Office hours | 8:30 a.m. - 5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1727573 |
| Discloses disciplinary history | No |
Regulatory AUM
$415.8M▼ 1%
Feb '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 53%
Larger than 47% of 16,389 advisers
EmployeesTop 56%
More than 44% of 16,799 advisers
Assets under management
$415.8Mregulatory AUM
Discretionary $415.8M