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
Po Box 63, Niverville, NY 12130
http://petersenwealthmanagement.com
By the Numbers
  • Total Assets Under Management
    38
    MILLION
  • Total Number of Accounts
    291
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

FL, NH, NY

Financial Advisors at Amidon & Petersen Financials, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Douglas Petersen, financial advisor Niverville NY
Douglas S. Petersen
CRD#: 361162
Niverville, NY

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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