AdvisorOS Directory
Claim Profile
BM

Brian Mcgrath

D.B. FITZPATRICK & CO., INC.·BOISE, Idaho
Unclaimed Profile
225 N 9TH STREET, BOISE, ID 83702-5778CRD# 2707117Firm CRD# 105671
01

About

Brian Mcgrath is a registered financial advisor based in BOISE, Idaho, affiliated with D.B. FITZPATRICK & CO., INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
D.B. FITZPATRICK & CO., INC.
DB FITZPATRICK
AUM
$476M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at D.B. FITZPATRICK & CO., INC. →
Services
Portfolio management (individuals)
Selection of other advisers
Market timing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2707117
Firm CRD# 105671
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BOISE?

Browse all registered financial advisors in BOISE, Idaho or claim this profile if it's yours.

Browse BOISE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Brian Mcgrath offer?
Brian Mcgrath specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BOISE, Idaho for a consultation.
What are Brian Mcgrath's credentials?
Brian Mcgrath is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Mcgrath located?
Brian Mcgrath is based in BOISE, Idaho, working with D.B. FITZPATRICK & CO., INC.. Their office serves clients in the BOISE metropolitan area and surrounding communities.
How does Brian Mcgrath charge for services?
Brian Mcgrath's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is D.B. FITZPATRICK & CO., INC.?
D.B. FITZPATRICK & CO., INC. has approximately 10 employees and manages $476M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in BOISE
Brandon Craig Fitzpatrick — D.B. FITZPATRICK & CO., INC.Dennis Bernard Fitzpatrick — D.B. FITZPATRICK & CO., INC.Cody Bill Barney — D.B. FITZPATRICK & CO., INC.William Palumbo — MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLCBenjamin Carl Warren — TUMWATER WEALTH MANAGEMENT, LLC
Nearby cities in Idaho
EAGLE (31)KETCHUM (27)IDAHO FALLS (20)MERIDIAN (16)MOSCOW (10)
City Guides
EAGLE GuideKETCHUM GuideIDAHO FALLS GuideMERIDIAN GuideMOSCOW Guide
Research
Advisor Fees in IdahoNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile