Is this your firm? Access your Trusted badge
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.
|Rank (United States)||Top 10%|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||10|
|Percentage of Advisors Trusted||100%|
|Average Client Balance||$4,322,815|
|Total AUM||$458.2 million|
|Advisor / Client Ratio||1:36|
|SEC Filings||View SEC IAPD CRD #105671|
|State(s) Registered||ID, NE, OR, TX, WA|