Amidon & Petersen Financials LLC
Legal Name: AMIDON & PETERSEN FINANCIALS, LLC
Other Info
Amidon & Petersen Financials LLC is a legally registered NY Limited Liability Company that has been approved by the U.S. Securities and Exchange Commission since February 2015. The firm employs 2 individuals, with 1 serving in an advisory capacity, but the number of clients they serve is undisclosed.
Home | Amidon & Petersen Financials LLC
(518) 852-3815 Menu HomePortfolio Management & Coaching About UsOur PhilosophyFee ScheduleSchedule AppointmentPrivacy Policy NoticeBrochures & FormsResource Center RetirementEstateInvestmentInsuranceTaxMoneyLifestyleTools GlossaryTax ResourcesCalculatorsContact Welcome We are a Registered Investm…
Home | Amidon & Petersen Financials LLC
(518) 852-3815 Menu HomePortfolio Management & Coaching About UsOur PhilosophyFee ScheduleSchedule AppointmentPrivacy Policy NoticeBrochures & FormsResource Center RetirementEstateInvestmentInsuranceTaxMoneyLifestyleTools GlossaryTax ResourcesCalculatorsContact Welcome We are a Registered Investm…
Direct Owners
-
DIANE B PETERSEN
CLIENT SERVICE/OPERATIONS MANAGER owns more than 25% but less than 50%
-
DOUGLAS SKILTON PETERSEN
MANAGING MEMBER, CHIEF COMPLIANCE OFFICER owns more than 50% but less than 75%