Amidon & Petersen Financials, LLC
● SEC registered since 2015CRD 143079SEC# 801-81020Albany, NY
Reg. AUM
$39.1M
Employees
2
Accounts
141
Location
Albany, NY
About Amidon & Petersen Financials
Amidon & Petersen Financials is a registered investment advisory firm offering portfolio management and financial planning. The firm cites decades of experience managing portfolios and coaching clients through retirement, investment, estate, insurance, and tax topics.
Summary based on the firm’s website.
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 $39.1 million in regulatory assets under management and employs 2 people.
Amidon & Petersen Financials, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Diane B Petersen Control | Llc Member/Owner | 25-50% | 2014 |
| Douglas Skilton Petersen Control | Managing Member, Chief Compliance Officer | 50-75% | 2007 |
| Nicholas Ventura | Llc Member/Owner | 10-25% | 2025 |
Frequently asked questions
How much does Amidon & Petersen Financials, LLC manage?
Amidon & Petersen Financials, LLC reports $39.1 million in regulatory assets under management on its Form ADV.
How many employees does Amidon & Petersen Financials, LLC have?
Amidon & Petersen Financials, LLC reports 2 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
| Address | 187 Wolf Rd., Suite 300, Albany, NY 12207 |
| Phone | 518-772-3684 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$39.1M▲ 7%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 97%
Larger than 3% of 16,369 advisers
EmployeesTop 86%
More than 14% of 16,804 advisers
Assets under management
$39.1Mregulatory AUM
Discretionary $38.4MNon-discretionary $687K