Dutch Asset Corporation
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
FINTRXOverview
Dutch Asset Corporation is an independent, SEC-registered investment adviser formed in 2021 that acts as a capital allocator for both individual/family and institutional clients. The firm operates under an individual ownership structure and provides fee arrangements that include a percentage of AUM, hourly charges and fixed fees. Core advisory services listed by the firm include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. The firm reports industry relationships with an accounting firm and an insurance company. Dutch Asset Corporation does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities76%
- Cash & Cash Equivalents13%
- Public Funds/Mutual Funds10%
- US Government Bonds1%
Contacts
3 of 9
Cullen Breen
PresidentCRD 5818590
Tyler Rapp
Investment Adviser RepresentativeCRD 6808427
Richard Oxford
Investment Adviser RepresentativeCRD 5475549
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 30Active vs passive
$33.9M in ETFs
99%
$33.7M
0%
$238K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| BONDBLOXX BLOOMBERG TWENTY YEAR TARGET DURATION US TREASURY ETF (XTWY) | BondBloxx | Passive | Long Government | $11.7M | 311,606 | 34.50% |
Location
Selkirk, NY
Albany
Location
Selkirk, NY
Headquartered in Selkirk, NY, anchoring the Albany-Schenectady, NY metro in the Northeast.
- Metro area
- Albany-Schenectady, NY
- Region
- Northeast
- County
- Albany
- Address
- 113 B Jericho Rd
- Time zone
- ET (UTC-5)
- Office locations
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