MCCOLLUM CHRISTOFERSON GROUP, LLC
CRD #268812 SEC #801-106540 AMHERST, NY (716) 854-5400
SEC Registered
Total AUM
$442.1M
Discretionary
$442.1M
Employees
6
Clients
11
Accounts
766
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $442.1M | $442.1M | $0 | 6 | 0 |
| Mar 2025 | $441.7M | $441.7M | $0 | 6 | 0 |
| Feb 2025 | $421.1M | $421.1M | $0 | 6 | 0 |
| Mar 2024 | $421.1M | $421.1M | $0 | 6 | 0 |
| Feb 2024 | $378.1M | $378.1M | $0 | 5 | 0 |
| Mar 2023 | $378.1M | $378.1M | $0 | 5 | 0 |
| Jun 2022 | $509.8M | $509.8M | $0 | 5 | 0 |
| Mar 2022 | $509.8M | $509.8M | $0 | 5 | 0 |
| Jan 2022 | $443.2M | $443.2M | $0 | 4 | 0 |
| Mar 2021 | $443.2M | $443.2M | $0 | 4 | 0 |
| Jan 2021 | $355.3M | $355.3M | $0 | 4 | 0 |
| Jul 2020 | $355.3M | $355.3M | $0 | 4 | 0 |
| Jun 2020 | $355.3M | $355.3M | $0 | 4 | 0 |
| Feb 2020 | $355.3M | $355.3M | $0 | 4 | 0 |
| Feb 2019 | $291.7M | $291.7M | $0 | 4 | 0 |
| Feb 2018 | $279.4M | $279.4M | $0 | 4 | 282 |
| Sep 2017 | $265M | $265M | $0 | 6 | 500 |
| May 2017 | $265M | $265M | $0 | 6 | 500 |
| Mar 2017 | $265M | $265M | $0 | 6 | 500 |
| Jan 2017 | $207.4M | $207.4M | $0 | 6 | 500 |
| Mar 2016 | $207.4M | $207.4M | $0 | 6 | 500 |
| Dec 2015 | $233.6M | $233.6M | $0 | 7 | 0 |
| Nov 2015 | $0 | $0 | $0 | 7 | 0 |
| Aug 2015 | $0 | $0 | $0 | 1 | 0 |
DateNov 2025
Total AUM$442.1M
Discretionary$442.1M
Non-Disc.$0
Employees6
Clients0
DateMar 2025
Total AUM$441.7M
Discretionary$441.7M
Non-Disc.$0
Employees6
Clients0
DateFeb 2025
Total AUM$421.1M
Discretionary$421.1M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$421.1M
Discretionary$421.1M
Non-Disc.$0
Employees6
Clients0
DateFeb 2024
Total AUM$378.1M
Discretionary$378.1M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$378.1M
Discretionary$378.1M
Non-Disc.$0
Employees5
Clients0
DateJun 2022
Total AUM$509.8M
Discretionary$509.8M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$509.8M
Discretionary$509.8M
Non-Disc.$0
Employees5
Clients0
DateJan 2022
Total AUM$443.2M
Discretionary$443.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$443.2M
Discretionary$443.2M
Non-Disc.$0
Employees4
Clients0
DateJan 2021
Total AUM$355.3M
Discretionary$355.3M
Non-Disc.$0
Employees4
Clients0
DateJul 2020
Total AUM$355.3M
Discretionary$355.3M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$355.3M
Discretionary$355.3M
Non-Disc.$0
Employees4
Clients0
DateFeb 2020
Total AUM$355.3M
Discretionary$355.3M
Non-Disc.$0
Employees4
Clients0
DateFeb 2019
Total AUM$291.7M
Discretionary$291.7M
Non-Disc.$0
Employees4
Clients0
DateFeb 2018
Total AUM$279.4M
Discretionary$279.4M
Non-Disc.$0
Employees4
Clients282
DateSep 2017
Total AUM$265M
Discretionary$265M
Non-Disc.$0
Employees6
Clients500
DateMay 2017
Total AUM$265M
Discretionary$265M
Non-Disc.$0
Employees6
Clients500
DateMar 2017
Total AUM$265M
Discretionary$265M
Non-Disc.$0
Employees6
Clients500
DateJan 2017
Total AUM$207.4M
Discretionary$207.4M
Non-Disc.$0
Employees6
Clients500
DateMar 2016
Total AUM$207.4M
Discretionary$207.4M
Non-Disc.$0
Employees6
Clients500
DateDec 2015
Total AUM$233.6M
Discretionary$233.6M
Non-Disc.$0
Employees7
Clients0
DateNov 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateAug 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0