Causey Demgen & Moore P. C. (Denver)
Causey Demgen & Moore P. C. Is a Large Advisory Firm Based in Denver. It Manages $219.77 Million of Regulatory Assets for 329 Client Accounts. It Has Been...
Causey Demgen & Moore P.C. is a large advisory firm based in Denver. It manages $219.77 million of regulatory assets for 329 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Colorado and Texas.
Causey Demgen & Moore P.C provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
Causey Demgen & Moore P.C: assets under management
The assets under management (AUM) of Causey Demgen & Moore P.C. is $219.77 million. The firm's AUM has grown by 56% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $213.52 million in discretionary accounts and $6.25 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $847.32 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $81.15 thousand.
Causey Demgen & Moore P.C has custody of $1.5 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.
Investments
The firm invests in government bonds the most. They account for 100% of the total AUM.
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