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DUTCH ASSET CORPORATION
CRD 170884 · SEC 801-122087
113B JERICHO RD, SELKIRK, NY, 12158, United States
Phone
518-478-8077
Fax
518-478-8077
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$186.9M
Discretionary AUM
$182.3M
Team
10 total employees; 8 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-06-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 159 | $44.5M |
| High net worth individuals | 60 | $127.3M |
| Pension/profit sharing plans | 5 | $6.7M |
| Insurance companies | 1 | $5.3M |
| Corporations/business entities | 3 | $3.0M |
States served
AZ, CA, GA, NJ, NY, NC, UT, TX, FL
All web addresses on file
Official SEC filing: View on IAPD