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Building 2AMIDON & PETERSEN FINANCIALS, LLC

Map pinALBANY, NY
Phone518-772-3684
NotebookSEC #801-81020
Total AUM
$39.1M
Employees
2
Clients
140

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
187 WOLF RD.
SUITE 300
ALBANY
NY 12207
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
518-772-3684
Other Offices
1

ReceiptFinancials

Total AUM
$39.1M
Accounts
141
Discretionary
$38.4M
Accounts
140
Non-Discretionary
$686.9K
Accounts
1

ContactClients

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Individual Clients
120
AUM
$16.1M
HNW Individual Clients
19
AUM
$22.7M
Charitable Organization Clients
1
AUM
$273.3K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
THIRD PARTY ADVISORY FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNHNY

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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