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Dennis Bernard Fitzpatrick

D.B. FITZPATRICK & CO., INC.·BOISE, Idaho
Clean recordD.B. FITZPATRICK & CO., INC.
800 W MAIN STREET, BOISE, ID 83702-5778CRD# 4548322Firm CRD# 105671

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Dennis Bernard Fitzpatrick · BOISE, ID
Registration
CRD #4548322 · D.B. FITZPATRICK & CO., INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Dennis Bernard Fitzpatrick 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
Introduction

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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# 4548322
Firm CRD# 105671
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Dennis Bernard Fitzpatrick offer?
Dennis Bernard Fitzpatrick specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BOISE, Idaho for a consultation.
What are Dennis Bernard Fitzpatrick's credentials?
Dennis Bernard Fitzpatrick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dennis Bernard Fitzpatrick located?
Dennis Bernard Fitzpatrick 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 Dennis Bernard Fitzpatrick charge for services?
Dennis Bernard Fitzpatrick'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 at D.B. FITZPATRICK & CO., INC.

Brian Mcgrath
BOISE, ID
Terri Lynne Christensen
BOISE, ID
Brandon Craig Fitzpatrick
BOISE, ID
Cody Bill Barney
BOISE, ID
Tom Walker
BOISE, ID

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Research
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