D.b. Fitzpatrick & Company

D.b. Fitzpatrick & Company (CRD# 105671) is a financial advisory firm headquartered in Boise, ID. They manage $1,068,947,318 in 191 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,069
    MILLION
  • Total Number of Accounts
    191
    ACCOUNTS
  • Average Account Value
    $5,596,583
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, IL, NE, OR, WA

Financial Advisors at D.b. Fitzpatrick & Company
Showing 1 - 4 of 4 top financial advisors.
1
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
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 C. Fitzpatrick
CRD#: 4616843
800 W Main Street, Suite 1200, Boise, ID 83702
89
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
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.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.