Causey Demgen & Moore PC

Assets, Funds, Holdings

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Regulatory AUM vs AUM

Type	Result	AUM ($B)

Causey Demgen & Moore PC ✚
CRD #	111115
SEC #	801-36051
CIK #
AUM
Employees	58 (16% Investors, 0% Brokers)
Phone	303-296-2229
Address	1099 18th Street Denver, CO 80202-1939
Source	[IAPD] [Website]

Total AUM ($M) Copy

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	38	15.4
(b) Individuals (high net worth individuals)	103	250.4
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	0	0.0
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	0	0.0
(g) Pension and profit sharing plans	0	0.0
(h) Charitable organizations	1	37.1
(i) State or municipal government entities	4	133.1
(j) Other investment advisers	0	0.0
(k) Insurance companies	0	0.0
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	0	0.0
(n) Other	0	0.0
Total	549	436.0
By Discretionary
Discretionary	25	420.5
Non-Discretionary	524	15.4
Total	549	436.0
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		436.0
Total	549	436.0

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