DBA: DB FITZPATRICK
| Total AUM | $487.0M |
| Discretionary | $482.5M99% of AUM |
| Non-Discretionary | $4.5M |
| Client Accounts | 106 |
| Avg Account Size | $4.6M |
| Employees | 10 |
| Peak AUM | $1.15BMar 2015 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $487M | +0.6% | +1.1% | +2.3% | |
| Discretionary AUM | $482M | ||||
| Total AUM | $487.0M |
| Discretionary | $482.5M |
| Employees | 10 |
| Client Accounts | 106 |
| Client Range | 0 |
Address
800 W MAIN STREET
BOISE ID 83702-5778
Phone
208-342-2280
Filing History
63 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$482M
99.1% of AUM
Non-Discretionary
$5M
0.9% of AUM
Disc. mix ▼ 0.3pp vs 1 year ago
Custody
No related registrations reported
| +2.1% /yrover 25 yrs · 63 filings |
Total AUM
$487M
| +0.3% |
| +1.0% |
| +2.2% |
| Non-Disc. AUM | $5M | +38.0% | +20.0% | +7.8% |
| Total Accounts | 106 | 2.8% | 2.3% | 1.4% |
| Avg Account Size | $5M | +3.4% | +3.5% | +3.8% |
| Employees | 10 | 0.0% | 0.0% | 1.9% |
| AUM / Employee | $49M | +0.6% | +1.1% | +4.2% |
Client AUM Segments | |||||
| Wealth AUM | $109M | +3.5% | +1.8% | +1.1% | |
| Institutional AUM | $368M | 0.8% | +0.8% | +5.6% | |
| Other AUM | $10M | +24.7% | +3.9% | 28.0% | |
Client Count Segments | |||||
| HNW Clients | 44 | 18.5% | 12.9% | 11.3% | |
| Individuals | 49 | +16.7% | +10.7% | +19.6% | |