RIA Intel›Advisers›New York›MCCOLLUM CHRISTOFERSON GROUP, LLC

MCCOLLUM CHRISTOFERSON GROUP, LLC

Advisory

N·AMHERST, NY

Data as of Mar 23, 2026 · Source: SEC Form ADV

Total AUM
$416M
1-Year AUM Growth
+4.9%
3-Year CAGR
-4.7%
Employees
3
Assets Under Management
Total AUM$416M
Discretionary AUM$416M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients356
Team
Total Employees3
Investment Advisers6
Employee Growth (1Y)—
Filing History
Total Filings on Record22
First FilingAug 7, 2015
Latest FilingMar 23, 2026
🔒 Full AUM trend chart and 22 historical filings spanning 11+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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