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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 $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 Status | Approved |
|---|---|
| Firm CRD# | 105671 |
| SEC# | 801-22733 |
| Assets Managed by Firm | $484,155,793 |
| No. of Clients | 109 |
| No. of Advisors | 10 |
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 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 |
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