Amidon & Petersen Financials, LLC
Amidon & Petersen Financials, LLC (CRD# 143079) is a financial advisory firm headquartered in Niverville, NY. They manage $37,782,592 in 291 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Amidon & Petersen Financials, LLC
By the Numbers
-
Total Assets Under Management38MILLION
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Total Number of Accounts291ACCOUNTS
-
Average Account Value$129,837
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, NH, NY
Financial Advisors at Amidon & Petersen Financials, LLC
1
Douglas Petersen (CRD# 361162) is an Investment Advisor Representative working at Amidon & Petersen Financials, LLC in Niverville, NY and has over 32 years of experience in the finance industry.
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