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AMIDON & PETERSEN FINANCIALS, LLC

CRD 143079 · SEC 801-81020

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187 WOLF RD., SUITE 300, ALBANY, NY, 12207, United States

Phone

518-772-3684

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$39.1M

Discretionary AUM

$38.4M

Team

2 total employees; 1 advisory reps; 2 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees; THIRD PARTY ADVISORY FEES

Org form

Limited Liability Company

Filing date

2026-03-20

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals120$16.1M
High net worth individuals19$22.7M

States served

NY, NH, FL

All web addresses on file

Official SEC filing: View on IAPD