DB FITZPATRICK
Firm details
- Headquarters
- BOISE, Idaho
- CRD number
- 105671
- Registered since
- November 15, 1984
- Website
- www.dbfitzpatrick.com
- Custodians
- THE BANK OF NEW YORK MELLON, CHARLES SCHWAB & CO., INC., PRINCIPAL SECURITIES, INC., U.S. BANK, N.A.
- Fee structure
- Percentage of AUM
- Client types
- State / Municipal Government44.34%
- Corporations / Businesses20.69%
- HNWI19.75%
- Charitable Organizations5.99%
- Insurance Companies4.53%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of Periodicals
Firm profile
FINTRXOverview
DB Fitzpatrick is an SEC‑registered corporate adviser that has been operating since 1984 and is owned by an individual principal. The firm focuses on wealth management for individual and family clients and charges fees based on a percentage of assets under management. Its advisory scope includes discretionary portfolio management for individuals and small businesses, portfolio services for business or institutional clients, and the publication of periodicals or newsletters. The firm acts as an “other financial product” salesperson rather than a multi‑state or pension consultant, and it does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds75%
- Exchange Traded Equities11%
- Public Funds/Mutual Funds11%
- Cash & Cash Equivalents2%
- Investment Grade Corp Bonds1%
Owners & executives
3 of 3BRANDON FITZPATRICK
Chief Executive OfficerCRD 4616843
Tom Walker
Chief Compliance OfficerCRD 7197608
DENNIS FITZPATRICK
Chairman & CEOCRD 4548322
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 38Active vs passive
$62.5M in ETFs
100%
$62.5M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE US AGGREGATE BOND ETF (AGG) | BlackRock | Passive | Intermediate Core Bond | $42.7M | 430,257 | 68.33% |
Location
BOISE, ID
ADA
Location
BOISE, ID
Headquartered in BOISE, ID, anchoring the Boise City-Mountain Home-Ontario, ID-OR metro in the West.
- Metro area
- Boise City-Mountain Home-Ontario, ID-OR
- Region
- West
- County
- ADA
- Address
- 800 W Main St
- Time zone
- MT (UTC-7)
- Office locations
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