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 RIA that has operated since 1984. Structured as a corporation and owned by an individual, the firm focuses on fee-based portfolio management for individuals, families and small businesses, and also provides portfolio services for business or institutional clients. Its revenue model is predominantly a percentage-of-assets-under-management fee. The firm identifies as a non-capital-allocating adviser and does not market itself as an active ESG investor. It also engages in other financial product sales and produces periodic publications or newsletters as part of its advisory activities.
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 40Active vs passive
$66.9M in ETFs
100%
$66.9M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE US AGGREGATE BOND ETF (AGG) | BlackRock | Passive | Intermediate Core Bond | $44M | 444,901 | 65.80% |
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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