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Cody Bill Barney

D.B. FITZPATRICK & CO., INC.·BOISE, Idaho
Unclaimed Profile
225 N 9TH STREET, BOISE, ID 83702-5778CRD# 5253303Firm CRD# 105671
01

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.

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# 5253303
Firm CRD# 105671
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Other advisors in BOISE
Brian Mcgrath — D.B. FITZPATRICK & CO., INC.Brandon Craig Fitzpatrick — D.B. FITZPATRICK & CO., INC.Dennis Bernard Fitzpatrick — 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
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