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Katherine Ann Christoferson

MCCOLLUM CHRISTOFERSON GROUP, LLC·AMHERST, New York
Unclaimed Profile
500 CORPORATE PARKWAY, AMHERST, NY 14226-1263CRD# 1133584Firm CRD# 268812
01

About

Katherine Ann Christoferson is a registered financial advisor based in AMHERST, New York, affiliated with MCCOLLUM CHRISTOFERSON GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MCCOLLUM CHRISTOFERSON GROUP, LLC
MCCOLLUM CHRISTOFERSON GROUP, LLC
AUM
$421M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at MCCOLLUM CHRISTOFERSON GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1133584
Firm CRD# 268812
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Katherine Ann Christoferson offer?
Katherine Ann Christoferson specializes in Financial Planning, Investment Management. Contact their office in AMHERST, New York for a consultation.
What are Katherine Ann Christoferson's credentials?
Katherine Ann Christoferson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Katherine Ann Christoferson located?
Katherine Ann Christoferson is based in AMHERST, New York, working with MCCOLLUM CHRISTOFERSON GROUP, LLC. Their office serves clients in the AMHERST metropolitan area and surrounding communities.
How does Katherine Ann Christoferson charge for services?
Katherine Ann Christoferson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MCCOLLUM CHRISTOFERSON GROUP, LLC?
MCCOLLUM CHRISTOFERSON GROUP, LLC has approximately 6 employees and manages $421M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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