Advisor at Dutch Asset Corporation
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Blanding, UT 84511
Credentials
Series 63, Series 65
Phillip Lyman is a financial advisor at Dutch Asset Corporation with Series 63 and Series 65 licenses and over 30 years of experience in the industry. He has worked at Recapture Investment Group since 2018 and has operated his own CPA practice since 1991. Dutch Asset Corporation provides portfolio management, pension consulting, and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm uses a combination of fundamental and technical analysis alongside modern portfolio theory, offering both discretionary and non-discretionary management with strategies that include derivatives and leverage.
Based on Dutch Asset Corporation
Based on Dutch Asset Corporation
Financial planning fixed fees range from $495 to $25,000
$0+: Up to 2.5% annually (asset-based fees for portfolio management, negotiable) All assets+: 1.50% annually (asset-based fees for pension consulting)
$300 per hour for financial planning services
Fee-only: Asset-based fees, fixed fees, and hourly fees (no commissions)
333 S Main St #2
Blanding, UT 84511
Utah
Dutch Asset Corporation
2026 - Present (1 year)
Recapture Investment Group
2018 - Present (8 years)
Phil Lyman, CPA
1991 - Present (35 years)
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