D.B. Fitzpatrick Review

Trust Score 96%
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Last updated: June 26th, 2019. 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
Minimum Investment $200,000
Average Client Balance $4,322,815
Hybrid Advisor No
Disciplinary History No
Total AUM $458.2 million
Advisor / Client Ratio 1:36
Headquarters Boise, ID
SEC Filings Forms and Brochures    (CRD # 105671)
State(s) Registered ID, NE, OR, TX, WA

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