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DB FITZPATRICK
800 W Main Street
Suite 1200
Boise, Idaho 83702-5778
Tel: 208-342-2280
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 $442,187,642 assets under management, offering retirement planning & investment advisory services to 128 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 105671 |
| SEC# | 801-22733 |
| Assets Managed by Firm | $442,187,642 |
| No. of Clients | 128 |
| No. of Advisors | 11 |
Fee Structure
- A Percentage of AUM
Advisory Services Provided
- Portfolio Management for Individuals
- Portfolio Management for Business
- Publication of periodicals or Newsleters
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 128 | $442,187,642 |
| Individuals (other than high net worth individuals) | 98 | $30,049,595 |
| High net worth individuals | 17 | $65,882,588 |
| Charitable organizations | Fewer than 5 clients | $20,776,024 |
| Corporations or other businesses | Fewer than 5 clients | $42,251,792 |
More Retirement Planning firms in Boise, Idaho:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $5,919,748,883 | 291 | 48 | |
| $3,626,745,624 | 72 | 10 | |
| $2,031,677,896 | 1428 | 23 | |
| $1,678,868,561 | 792 | 5 | |
| $1,154,845,039 | 2095 | 17 |
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