Db Fitzpatrick

$487MAssets under management
as of Mar 2026 · SEC Form ADV
Boise, ID
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No one at Db Fitzpatrick has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
BNY
Per Form ADV · $152M held · filed Apr 2024
Schwab
Per Form ADV · $139M held · filed Apr 2024
Principal Custody Solutions
Per Form ADV · $121M held · filed Apr 2024
U.S. Bank
Per Form ADV · $65M held · filed Apr 2024