AMIDON & PETERSEN FINANCIALS, LLC of ALBANY, NY is an SEC-registered investment adviser (CRD 143079). Regulatory assets under management: $39.1M.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth, Pensions, Charities.
| 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 | — |