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DB FITZPATRICK

D.B. FITZPATRICK & CO., INC.

CRD 105671 · SEC 801-22733

Visit website

800 W MAIN STREET, SUITE 1200, BOISE, ID, 83702-5778, United States

Phone

208-342-2280

Fax

208-342-2448

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$487.0M

Discretionary AUM

$482.5M

Team

10 total employees; 7 advisory reps

Clients

0

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-03-25

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (institutions)Publication of periodicals

Client types

TypeClientsAUM
Individuals44$12.6M
High net worth individuals49$96.2M

States served

ID, NE, OR, WA, TX

All web addresses on file

Official SEC filing: View on IAPD