Amidon & Petersen Financials, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Albany, NY. Its latest Form ADV filing, dated March 20, 2026, reports $39M in regulatory assets under management, 2 employees, 1 office, and 141 accounts.
Assets Under Management
$39M
Employees
2
Offices
1 office
Total Clients
139
Primary office
ALBANY, NY
187 WOLF RD., SUITE 300, ALBANY, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 86.3% of total clients.
Top client categories% of clientsClients
1
Individuals
86.3%
120
2
HNWI
13.7%
19
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$39Mas of March 20, 2026
Discretionary98.2%
$38M
98% of total RAUM98.2%
Non-discretionary1.8%
$687K
2% of total RAUM1.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$39M
Total Accounts141
10Y AUM Change$-1M (-3.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee70:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.