Mccollum Christoferson Group, LLC

Mccollum Christoferson Group, LLC (CRD# 268812) is a financial advisory firm headquartered in Amherst, NY. They manage $421,081,162 in 710 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
500 Corporate Parkway, Suite 210, Amherst, NY 14226
https://www.mccollum-christoferson.com/
By the Numbers
  • Total Assets Under Management
    421
    MILLION
  • Total Number of Accounts
    710
    ACCOUNTS
  • Average Account Value
    $593,072
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, FL, GA, MN, NC, NY, PA, SC, TX, VA

Financial Advisors at Mccollum Christoferson Group, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Katherine Christoferson, financial advisor Amherst NY
Katherine A. Christoferson
CRD#: 1133584
500 Corporate Parkway, Suite 210, Amherst, NY 14226

Katherine Christoferson (CRD# 1133584) is an Investment Advisor Representative working at Mccollum Christoferson Group, LLC in Amherst, NY and has over 34 years of experience in the finance industry.

2
William Deacon, financial advisor Amherst NY
William R. Deacon
CRD#: 2227302
500 Corporate Parkway, Suite 210, Amherst, NY 14226

William Deacon (CRD# 2227302) is an Investment Advisor Representative working at Mccollum Christoferson Group, LLC in Amherst, NY and has over 29 years of experience in the finance industry.

3
Matthew Johnson, financial advisor Amherst NY
Matthew B. Johnson
CRD#: 7591625
500 Corporate Parkway, Suite 210, Amherst, NY 14226

Matthew Johnson (CRD# 7591625) is an Investment Advisor Representative working at Mccollum Christoferson Group, LLC in Amherst, NY and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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