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 RIA that began registration in 2021 and operates as a corporation owned by an individual. The firm positions itself as a capital allocator serving both individual/family and institutional clients. Its advisory offering spans comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of outside advisers. Fee arrangements include asset-based fees as well as hourly and fixed fees. The firm reports industry affiliations with accounting and insurance firms and is not characterized 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 8CULLEN 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
- 113B Jericho Rd
- Time zone
- ET (UTC-5)
- Office locations
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