Overview
Assets Under Management: $487 million
Headquarters: BOISE, ID
High-Net-Worth Clients: 49
Average Client Assets: $2.0 million
Frequently Asked Questions
DB FITZPATRICK is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #105671), DB FITZPATRICK is subject to fiduciary duty under federal law.
DB FITZPATRICK is headquartered in BOISE, ID.
DB FITZPATRICK serves 49 high-net-worth clients according to their SEC filing dated March 25, 2026. View client details ↓
According to their SEC Form ADV, DB FITZPATRICK offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
DB FITZPATRICK manages $487 million in client assets according to their SEC filing dated March 25, 2026.
According to their SEC Form ADV, DB FITZPATRICK serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 49
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 19.75%
Average Client Assets: $2.0 million
Total Client Accounts: 106
Discretionary Accounts: 102
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 105671
Filing ID: 2082603
Last Filing Date: 2026-03-25 14:26:46