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DB FITZPATRICK

800 W Main Street
Suite 1200
Boise, Idaho 83702-5778
Tel: 208-342-2280

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About DB FITZPATRICK

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.

Firm Information

SEC Current StatusApproved
Firm CRD#105671
SEC#801-22733
Assets Managed by Firm$484,155,793
No. of Clients109
No. of Advisors10

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Publication of periodicals and newsletters

Firm Client Information

No. of ClientsAUM
Firm Total109$484,155,793
Individuals (other than high net worth individuals)54$13,718,905
High net worth individuals42$91,454,892
Charitable organizationsFewer than 5 clients$25,725,225
Corporations or other businessesFewer than 5 clients$37,787,153

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INSPIRE INVESTING, LLC
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$2,856,919,71646334
MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC
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$1,931,996,1358016
RW INVESTMENT MANAGEMENT LLC
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$1,380,795,719233419

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