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Fitzpatrick D B & Co Inc (Boise)


Fitzpatrick D B & Co Inc is a large advisory firm based in Boise. It manages $612.17 million of regulatory assets for 129 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Idaho, Montana, Oregon, and Washington.

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Fitzpatrick D B & provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Fitzpatrick D B &: assets under management

The assets under management (AUM) of Fitzpatrick D B & Co Inc is $612.17 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 111% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $612.17 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4.75 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Fitzpatrick D B & Co Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Boise

The principal office where Fitzpatrick D B & Co Inc performs its advisory services is located at 225 N 9 Th Street, Boise, ID 83702 5778, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 208-342-2280 or by fax 208-342-2448. The normal business hours are 7:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.dbfitzpatrick.com.


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