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DUTCH ASSET CORPORATION

SELKIRK, NY · CRD 170884 · IAPD ↗ · dutchasset.com · 518-478-8077

$186.9MRegulatory AUM
8Advisory reps
10Employees
0Clients
1-10Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2026 — DUTCH ASSET CORPORATION added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
69
April 2026 — DUTCH ASSET CORPORATION grew from 4 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2026 — DUTCH ASSET CORPORATION reported RAUM up 105% ($91.1M -> $186.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
July 2025 — DUTCH ASSET CORPORATION moved its main office from ALBANY, NY to SELKIRK, NY.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
42
March 2025 — DUTCH ASSET CORPORATION notice-filed in UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
March 2025 — DUTCH ASSET CORPORATION reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
61
March 2025 — DUTCH ASSET CORPORATION reported RAUM up 30% ($69.9M -> $91.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
April 2024 — DUTCH ASSET CORPORATION reported RAUM up 55% ($45.1M -> $69.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.