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D.b. Fitzpatrick & Co., Inc.

● SEC registered since 1984CRD 105671SEC# 801-22733Boise, ID
Export (members)
Reg. AUM
$484.2M
Employees
10
Accounts
109
Location
Boise, ID

D.b. Fitzpatrick & Co., Inc. assets under management

D.b. Fitzpatrick & Co., Inc. is a registered investment adviser overseen by the SEC based in Boise, ID. The firm has been registered since 1984. It reports $484.2 million in regulatory assets under management and employs 10 people.
www.linkedin.com/company/d-b-fitzpatrick-&-co-/aboutView on SEC.gov ↗

D.b. Fitzpatrick & Co., Inc. owners & executives

3 reported
NameTitleOwnershipSince
Brandon Craig Fitzpatrick ControlChief Executive Officer/Principal25-50%2019
Dennis Bernard Fitzpatrick ControlPrincipal50-75%1984
Tom WalkerChief Compliance OfficerUnder 5%2019

Frequently asked questions

How much does D.b. Fitzpatrick & Co., Inc. manage?

D.b. Fitzpatrick & Co., Inc. reports $484.2 million in regulatory assets under management on its Form ADV.

How many employees does D.b. Fitzpatrick & Co., Inc. have?

D.b. Fitzpatrick & Co., Inc. reports 10 employees.

Where is D.b. Fitzpatrick & Co., Inc. located?

D.b. Fitzpatrick & Co., Inc. is based in Boise, ID and has been SEC-registered since 1984.

Does D.b. Fitzpatrick & Co., Inc. disclose fund performance?

D.b. Fitzpatrick & Co., Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address800 W Main Street, Suite 1200, Boise, ID 83702-5778
Phone208-342-2280
Fax208-342-2448
Office hours7:30 a.m. - 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$480.9M
Non-discretionary$3.3M
Total (RAUM)$484.2M