Unclaimed Profile

Cody Bill Barney

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

Clean recordD.B. FITZPATRICK & CO., INC.

225 N 9TH STREET, BOISE, ID 83702-5778CRD# 5253303Firm CRD# 105671

Profile Verification

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

Identity

Cody Bill Barney · BOISE, ID

Registration

CRD #5253303 · D.B. FITZPATRICK & CO., INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Cody Bill Barney 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.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

D.B. FITZPATRICK & CO., INC.

DB FITZPATRICK

AUM

$476M

Regulatory assets under management

Employees

Total firm employees

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

Services

Portfolio management (individuals)

Selection of other advisers

Market timing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 5253303

Firm CRD# 105671

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Cody Bill Barney offer?

Cody Bill Barney specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BOISE, Idaho for a consultation.

What are Cody Bill Barney's credentials?

Cody Bill Barney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Cody Bill Barney located?

Cody Bill Barney 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 Cody Bill Barney charge for services?

Cody Bill Barney'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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