Overview
Assets Under Management: $436 million
Headquarters: DENVER, CO
High-Net-Worth Clients: 103
Average Client Assets: $2.4 million
Frequently Asked Questions
CAUSEY DEMGEN & MOORE P.C. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #111115), CAUSEY DEMGEN & MOORE P.C. is subject to fiduciary duty under federal law.
CAUSEY DEMGEN & MOORE P.C. is headquartered in DENVER, CO.
CAUSEY DEMGEN & MOORE P.C. serves 103 high-net-worth clients according to their SEC filing dated September 28, 2023. View client details ↓
According to their SEC Form ADV, CAUSEY DEMGEN & MOORE P.C. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
CAUSEY DEMGEN & MOORE P.C. manages $436 million in client assets according to their SEC filing dated September 28, 2023.
According to their SEC Form ADV, CAUSEY DEMGEN & MOORE P.C. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 103
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 57.44%
Average Client Assets: $2.4 million
Total Client Accounts: 549
Discretionary Accounts: 25
Non-Discretionary Accounts: 524
Regulatory Filings
CRD Number: 111115
Filing ID: 1790508
Last Filing Date: 2023-09-28 15:26:00