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DUTCH ASSET CORPORATION

11 N Pearl St Ste 1405
Albany, New York 12207
Tel: 518-478-8077

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About DUTCH ASSET CORPORATION

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.

Firm Information

SEC Current StatusApproved
Firm CRD#170884
SEC#801-122087
Assets Managed by Firm$91,091,678
No. of Clients233
No. of Advisors4

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total233$91,091,678
Individuals (other than high net worth individuals)85$25,117,824
High net worth individuals28$58,373,682
Pension and profit sharing plans3$2,575,964
Corporations or other businesses2$879,248

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