Mccollum Christoferson Group, LLC
Mccollum Christoferson Group, LLC is an SEC-registered wealth manager in Amherst, NY with $415.8M assets under management (AUM, regulatory AUM), -6% over one year. See who owns Mccollum Christoferson Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 268812, SEC 801-106540, data through 2026-03-23.
- AUM (assets under management / regulatory AUM)
- $415.8M (2026-03-23)
- Firm type
- Wealth Manager
- Location
- Amherst, NY
- Employees
- 6
- Clients
- 350
- CRD
- 268812
- Ownership
- CHRISTOFERSON, KATHERINE, ANN; BERNSTEIN, DANIEL, ADAM; JAFFE, ALLISON, GAIL; Fallon Cornwell, Amanda, Lenore; INTERIM HOLDINGS, LLC
How much AUM does Mccollum Christoferson Group, LLC have?
Mccollum Christoferson Group, LLC reported $415.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-23).
Who owns Mccollum Christoferson Group, LLC?
Disclosed owners and executives of Mccollum Christoferson Group, LLC include CHRISTOFERSON, KATHERINE, ANN, BERNSTEIN, DANIEL, ADAM, JAFFE, ALLISON, GAIL, Fallon Cornwell, Amanda, Lenore, INTERIM HOLDINGS, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.