# AMIDON & PETERSEN FINANCIALS, LLC

AMIDON & PETERSEN FINANCIALS, LLC of ALBANY, NY is an SEC-registered investment adviser.

## Registration

- CRD: 143079
- Type: SEC-registered investment adviser
- SEC file number: 801-81020
- Location: 187 WOLF RD., SUITE 300, ALBANY, NY, 12207
- Phone: 518-772-3684
- Latest filing: 2026-07-02
- Regulatory AUM: $39.1M
- Discretionary AUM: $38.4M
- Non-discretionary AUM: $687K
- Clients: 2
- Accounts: 141

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Douglas Skilton Petersen | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
| Diane B Petersen | LLC MEMBER/OWNER | — |
| PETERSEN DOUGLAS SKILTON | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
| Petersen Diane B | CLIENT SERVICE/OPERATIONS MANAGER; LLC MEMBER/OWNER | — |
| Nicholas Ventura | LLC MEMBER/OWNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/143079/brochure
- Similar advisers: https://search.stillhousedata.com/firm/143079/similar
- Related entities: https://search.stillhousedata.com/firm/143079/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/143079

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.