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Building 2DB FITZPATRICK

Map pinBOISE, ID
Phone208-342-2280
NotebookSEC #801-22733
Total AUM
$487M
Employees
10
Clients
98

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
800 W MAIN STREET
SUITE 1200
BOISE
ID 83702-5778
United States
Operating Hours
7:30 AM - 5:00 PM
Monday - Friday
Phone
208-342-2280

ReceiptFinancials

Total AUM
$487M
Accounts
106
Discretionary
$482.5M
Accounts
102
Non-Discretionary
$4.5M
Accounts
4

ContactClients

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Individual Clients
44
AUM
$12.6M
HNW Individual Clients
49
AUM
$96.2M
Charitable Organization Clients
1
AUM
$29.2M
Government Entity Clients
1
AUM
$215.9M
Insurance Company Clients
1
AUM
$22.1M
Corporation or Business Clients
1
AUM
$100.7M
Other Clients
1
AUM
$10.3M
Description of Other Clients
A PRIVATE COLLEGE

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
IDNEORTXWA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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