Dutch Asset Corporation

RIASEC RegisteredEst. 2021

Total AUM

$187M

Discretionary

$182M

98% of AUM

Avg account

$424K

Accounts

441

Employees

Advisory reps

Firm details

Headquarters: Selkirk, New York
CRD number: 170884
Registered since: August 16, 2021
Website: www.dutchasset.com
Custodians: INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI68.14%
Individuals23.84%
Pension & Profit Sharing Plans3.6%
Insurance Companies2.84%
Corporations / Businesses1.59%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Dutch Asset Corporation is an independent registered investment adviser formed in 2021 and owned by an individual. The firm serves both individual/family and institutional clients and describes itself as a capital allocator that uses a mix of fee models (percentage of AUM, hourly, and fixed fees). Core advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. FINTRX marks the firm as not positioning itself as an active ESG investor. The firm lists industry ties to accountants and insurance companies and reports using third‑party managers for alternative exposures rather than running proprietary hedge funds. FINTRX also indicates the adviser is not categorized as a multi‑state adviser on its filing, though other data points show office locations in multiple states.