D.B. Fitzpatrick

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Last updated: February 23rd, 2020. Data source: SEC filings.

D.B. Fitzpatrick, federally registered in 1984, is a Registered Investment Advisor (RIA) in 5 state(s) with a licensed staff of 3 advisors. D.B. Fitzpatrick manages $458.2 million and provides investment advisory services for 106 clients (1:36 advisor/client ratio). This firm does not have a disciplinary history.



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Firm Information

Feature Value
Rank (United States) Top 10%
Advisors Directory View Directory
Avg Advisor Years Registered 10
Percentage of Advisors Trusted 100%
Minimum Investment $200,000
Average Client Balance $4,322,815
Total AUM $458.2 million
Advisor / Client Ratio 1:36
Headquarters Boise, ID
SEC Filings View SEC IAPD CRD #105671
State(s) Registered ID, NE, OR, TX, WA

SEC data last verified 02/23/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.