AMIDON & PETERSEN FINANCIALS, LLC

RIASEC RegisteredEst. 2015

Total AUM

$39.1M

Discretionary

$38.4M

98% of AUM

Avg account

$277K

Accounts

141

Employees

Advisory reps

Firm details

Headquarters: ALBANY, New York
CRD number: 143079
Registered since: February 23, 2015
Website: www.petersenwealthmanagement.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI58.14%
Individuals41.16%
Charitable Organizations0.7%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Amidon & Petersen Financials, LLC is an independent registered investment adviser that focuses on serving individual and family clients with a mix of planning and discretionary portfolio management. The firm lists financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers among its core capabilities. It operates as a capital allocator, meaning it places client capital with third‑party managers and funds when specialized exposure is required. The firm's fee model is flexible: it charges a percentage of assets under management and also uses hourly and fixed‑fee arrangements where appropriate. Amidon & Petersen is not positioned as an ESG‑driven manager. Its largest single asset category is cash and cash equivalents, indicating a conservative baseline liquidity posture alongside allocations to fixed income and alternative exposures.