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Credentials
Series 63, Series 65
Experience Industry experience
7 years
Location
Blanding, UT 84511
Dutch Asset Corporation
Team
Phillip Lyman is a financial advisor with Dutch Asset Corporation, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked with Recapture Investment Group since 2018 and has been a CPA since 1991. Dutch Asset Corporation advises individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm provides portfolio management, financial planning, and pension consulting, employing fundamental and technical analysis alongside modern portfolio theory to guide investment decisions.
Based on Dutch Asset Corporation
Based on Dutch Asset Corporation
Fixed fees for financial plans range from $495 to $25,000
$0+: up to 2.5% annually for portfolio management services All assets+: 1.5% annually for pension consulting services
$300 per hour for financial planning services
Blanding, UT
333 S Main St #2
Blanding UT 84511
Advisors at this office
1
Utah
7 years of industry experience
Dutch Asset Corporation
2026 - Present • 1 year
Albany, NY
Recapture Investment Group
2018 - Present • 8 years
Blanding, UT
Phil Lyman, CPA
1991 - Present • 35 years
Blanding, UT
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Bank
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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