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MCCOLLUM CHRISTOFERSON GROUP, LLC

AMHERST, NY · CRD 268812 · IAPD ↗ · mccollum-christoferson.com · (716) 854-5400

$415.8MRegulatory AUM
3Advisory reps
6Employees
0Clients
11-25Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2025 — MCCOLLUM CHRISTOFERSON GROUP, LLC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.