Unclaimed Profile

Dennis Bernard Fitzpatrick

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

Clean record28 years registeredD.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. · 28 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

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

DB FITZPATRICK

Aug 1997 – Jul 2021

BOISE, ID

Registrations & Exams

Registration record

First registered · August 29, 1997

Years registered · 28

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 Dennis Bernard Fitzpatrick offer?

Dennis Bernard Fitzpatrick specializes in Investment Management, Wealth Management, Fee-Only Advisory.

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

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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