D.b. Fitzpatrick & Company

D.b. Fitzpatrick & Company (CRD# 105671) is a financial advisory firm headquartered in Boise, ID. They manage $445,548,734 in 96 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
800 W Main Street, Suite 1200, Boise, ID 83702
https://www.dbfitzpatrick.com
By the Numbers
  • Total Assets Under Management
    446
    MILLION
  • Total Number of Accounts
    96
    ACCOUNTS
  • Average Account Value
    $4,641,133
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

ID, NE, OR, WA

Financial Advisors at D.b. Fitzpatrick & Company
Showing 1 - 5 of 5 top financial advisors.
1
Brian McGrath, financial advisor Boise ID
Brian McGrath
CRD#: 2707117
225 N. Ninth St., Ste. 810, Boise, ID 83702
93
Wealthminder
score

Brian McGrath (CRD# 2707117) is an Investment Advisor Representative working at D.b. Fitzpatrick & Company in Boise, ID and has over 22 years of experience in the finance industry.

2
Prabhab Banskota, financial advisor Boise ID
Prabhab Banskota
CRD#: 6253959
800 W Main Street, Suite 1200, Boise, ID 83702
90
Wealthminder
score

Prabhab Banskota (CRD# 6253959) is an Investment Advisor Representative working at D.b. Fitzpatrick & Company in Boise, ID and has 1 year of experience in the finance industry.

3
Brandon Fitzpatrick, financial advisor Boise ID
Brandon C. Fitzpatrick
CRD#: 4616843
800 W Main Street, Suite 1200, Boise, ID 83702
90
Wealthminder
score

Brandon Fitzpatrick (CRD# 4616843) is an Investment Advisor Representative working at D.b. Fitzpatrick & Company in Boise, ID and has over 4 years of experience in the finance industry.

4
Justin Packard, financial advisor Boise ID
Justin S. Packard
CRD#: 6858911
800 W Main Street, Suite 1200, Boise, ID 83702
90
Wealthminder
score

Justin Packard (CRD# 6858911) is an Investment Advisor Representative working at D.b. Fitzpatrick & Company in Boise, ID and has 1 year of experience in the finance industry.

5
Dennis Fitzpatrick, financial advisor Boise ID
Dennis B. Fitzpatrick
CRD#: 4548322
225 N. Ninth St., Ste. 810, Boise, ID 83702
87
Wealthminder
score

Dennis Fitzpatrick (CRD# 4548322) is an Investment Advisor Representative working at D.b. Fitzpatrick & Company in Boise, ID and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals