CRD: 143079
Amidon & Petersen Financials, LLC
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- Custodian
- Axos · Charles Schwab & Company · Nationwide
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-01-2014
- Office Locations
- 1
Office Locations
About Amidon & Petersen Financials, LLC
Amidon & Petersen Financials, LLC is a Niverville, NY RIA serving retail and institutional clients with financial planning, tax and estate planning, retirement plan consulting, and insurance/life insurance guidance. Portfolios emphasize asset allocation and risk management using ETFs and mutual funds alongside fixed income and real estate exposures. Custody relationships include Charles Schwab and LPL Financial; uses Nitrogen (Riskalyze) in its process.
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Custodian
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Owner & Executives
DOUGLAS SKILTON PETERSEN
Chief Compliance Officer, Managing Member
- CRD
- #361162
- Ownership
- 50% but less than 75%
Diane B Petersen
Owner
- CRD
- --
- Ownership
- 25% but less than 50%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $38,379,806 | $274,141 |
| Non-Discretionary | $686,861 | $686,861 |
| Total | $39,066,667 | $277,069 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - OTC | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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