CRD: 268812
Mccollum Christoferson Group, LLC
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- Custodian
- American Funds · Charles Schwab & Company · Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-19-2015
- Office Locations
- 1
Office Locations
About Mccollum Christoferson Group, LLC
McCollum Christoferson Group LLC is an independently owned investment and financial advisory practice based in Amherst, NY, providing portfolio management and financial planning with a focus on wealth preservation and protecting clients’ purchasing power. The team supports clients across Western New York and nationwide with a highly personalized approach, including retirement and estate planning, and implements strategies using ETFs and mutual funds, with socially responsible options where appropriate.
Team overview
Insights
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
KATHERINE ANN CHRISTOFERSON
Financial Advisor, General Partner, Managing Member
- CRD
- #1133584
- Ownership
- 75% or more
Amanda Lenore Fallon Cornwell
Chief Operating Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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WILLIAM RICHARD DEACON
Financial Advisor, General Partner
- CRD
- #2227302
Matthew Brian Johnson
Analyst
- CRD
- #7591625
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $415,847,084 | $510,242 |
| Non-Discretionary | $0 | -- |
| Total | $415,847,084 | $510,242 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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