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 independent, SEC-registered investment adviser (registered with the SEC in 1984) that provides fee-based portfolio management primarily for individuals, families and small businesses. The firm operates as a corporation owned by an individual and combines discretionary portfolio management with related activities such as the publication of periodicals or newsletters and other financial product sales. Its stated business model charges a percentage of assets under management and it does not position itself as a capital allocator or pension consultant. ESG investing is not identified as an active focus.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 3Dennis Fitzpatrick
Chairman & CEOCRD 4548322
Brandon Fitzpatrick
Chief Executive OfficerCRD 4616843
Tom Walker
Chief Compliance OfficerCRD 7197608
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 39Active vs passive
$64.2M in ETFs
100%
$64.2M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE US AGGREGATE BOND ETF (AGG) | BlackRock | Passive | Intermediate Core Bond | $41.8M | 441,840 | 65.05% |
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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