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., AXOS CLEARING LLC, NATIONWIDE SECURITIES, LLC
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 has been SEC-registered since 2015 and is organized as a limited liability company under individual ownership. The firm focuses on serving individual and family clients, providing financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It operates as a capital allocator and charges clients via a mix of percentage-of-AUM fees, hourly fees, fixed fees, and other fee arrangements. The firm reports it is not an active ESG investor.