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Amidon & Petersen Financials, LLC

● SEC registered since 2015CRD 143079SEC# 801-81020Albany, NY
Export (members)
Reg. AUM
$36.6M
Employees
7
Accounts
95
Location
Albany, NY

Amidon & Petersen Financials, LLC assets under management

Amidon & Petersen Financials, LLC is a registered investment adviser overseen by the SEC based in Albany, NY. The firm has been registered since 2015. It reports $36.6 million in regulatory assets under management and employs 7 people.
petersenwealthmanagement.comView on SEC.gov ↗

Amidon & Petersen Financials, LLC owners & executives

2 reported
NameTitleOwnershipSince
Diane B Petersen ControlLlc Member/Owner25-50%2014
Douglas Skilton Petersen ControlManaging Member, Chief Compliance Officer50-75%2007

Frequently asked questions

How much does Amidon & Petersen Financials, LLC manage?

Amidon & Petersen Financials, LLC reports $36.6 million in regulatory assets under management on its Form ADV.

How many employees does Amidon & Petersen Financials, LLC have?

Amidon & Petersen Financials, LLC reports 7 employees.

Where is Amidon & Petersen Financials, LLC located?

Amidon & Petersen Financials, LLC is based in Albany, NY and has been SEC-registered since 2015.

Does Amidon & Petersen Financials, LLC disclose fund performance?

Amidon & Petersen Financials, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address187 Wolf Rd., Suite 300, Albany, NY 12207
Phone518-772-3684
Office hours8:00 a.m. To 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$36.6M
Non-discretionary$0
Total (RAUM)$36.6M