11 N Pearl St Ste 1405
Albany, New York 12207
Tel: 518-478-8077
DUTCH ASSET CORPORATION, formally registered with the SEC as DUTCH ASSET CORPORATION. The firm was established in 08/16/2021. They have over 1 offices throughout the country.
DUTCH ASSET CORPORATION is a Albany, New York based Financial Planning firm with nearly $91,091,678 assets under management, offering retirement planning & investment advisory services to 233 clients. The firm is staffed with 4 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 170884 |
SEC# | 801-122087 |
Assets Managed by Firm | $91,091,678 |
No. of Clients | 233 |
No. of Advisors | 4 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 233 | $91,091,678 |
Individuals (other than high net worth individuals) | 85 | $25,117,824 |
High net worth individuals | 28 | $58,373,682 |
Pension and profit sharing plans | 3 | $2,575,964 |
Corporations or other businesses | 2 | $879,248 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$2,549,092,782,514 | 92898 | 3167 | |
$1,661,286,615,154 | 189311 | 1305 | |
$1,402,425,838,334 | 2405783 | 29300 | |
$1,288,497,806,439 | 2184 | 6407 | |
$1,271,593,679,276 | 2911578 | 34934 |
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