Amidon & Petersen Financials, LLC
● SEC registered since 2015CRD 143079SEC# 801-81020Albany, NY
Reg. AUM
$39.1M
Employees
2
Accounts
141
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 $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, monthlyJun '26
How this firm compares
Regulatory AUMTop 97%
Larger than 3% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$39.1Mregulatory AUM
Discretionary $38.4MNon-discretionary $687K