# MCCOLLUM CHRISTOFERSON GROUP, LLC

MCCOLLUM CHRISTOFERSON GROUP, LLC of AMHERST, NY is an SEC-registered investment adviser.

## Registration

- CRD: 268812
- Type: SEC-registered investment adviser
- SEC file number: 801-106540
- Location: 500 CORPORATE PARKWAY, SUITE 210, AMHERST, NY, 14226-1263
- Phone: (716) 854-5400
- Latest filing: 2026-03-23
- Regulatory AUM: $415.8M
- Discretionary AUM: $415.8M
- Clients: 6
- Accounts: 815

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Allison Gail Jaffe | CHIEF COMPLIANCE OFFICER | — |
| Katherine Ann Christoferson | MANAGING MEMBER | — |
| Amanda Lenore Fallon Cornwell | COO | — |
| CHRISTOFERSON KATHERINE ANN | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | — |
| BERNSTEIN DANIEL ADAM | MANAGER/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/268812/brochure
- Similar advisers: https://search.stillhousedata.com/firm/268812/similar
- Related entities: https://search.stillhousedata.com/firm/268812/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/268812

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.