800 W Main Street
Suite 1200
Boise, Idaho 83702-5778
Tel: 208-342-2280
DB FITZPATRICK, formally registered with the SEC as DB FITZPATRICK. The firm was established in 11/15/1984. They have over 1 offices throughout the country.
DB FITZPATRICK is a Boise, Idaho based Financial Planning firm with nearly $484,155,793 assets under management, offering retirement planning & investment advisory services to 109 clients. The firm is staffed with 10 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 105671 |
SEC# | 801-22733 |
Assets Managed by Firm | $484,155,793 |
No. of Clients | 109 |
No. of Advisors | 10 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 109 | $484,155,793 |
Individuals (other than high net worth individuals) | 54 | $13,718,905 |
High net worth individuals | 42 | $91,454,892 |
Charitable organizations | Fewer than 5 clients | $25,725,225 |
Corporations or other businesses | Fewer than 5 clients | $37,787,153 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$9,361,493,116 | 386 | 63 | |
$3,797,719,931 | 78 | 10 | |
$2,856,919,716 | 463 | 34 | |
$1,931,996,135 | 801 | 6 | |
$1,380,795,719 | 2334 | 19 |
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