Unclaimed Profile

Brian Mcgrath

D.B. FITZPATRICK & CO., INC.·BOISE, Idaho

Series 65Clean record30 years registeredD.B. FITZPATRICK & CO., INC.

225 N 9TH STREET, BOISE, ID 83702-5778CRD# 2707117Firm CRD# 105671

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brian Mcgrath · BOISE, ID

Registration

CRD #2707117 · D.B. FITZPATRICK & CO., INC. · 30 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: D.B. FITZPATRICK & CO., INC.

D.B. FITZPATRICK & CO.

Feb 1996 – Nov 2018

BOISE, ID

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · February 2, 1996

Years registered · 30

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

D.B. FITZPATRICK & CO., INC.

CRD 105671 · SEC 801-22733

AUM

$476M

Regulatory assets under management

Employees

111 client accounts

Services offered by D.B. FITZPATRICK & CO., INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Market timing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at D.B. FITZPATRICK & CO., INC. →

Introduction

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Frequently Asked Questions

What services does Brian Mcgrath offer?

Brian Mcgrath specializes in Investment Management, Wealth Management, Fee-Only Advisory.

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, last registered with D.B. FITZPATRICK & CO., INC..

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.

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