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.
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 advisory firm has several streams of revenue. Clients pay Causey Demgen & Moore P.C. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Thomas John Ruygrok is high net worth individuals with 73 clients and $213.52 million of assets under management. Among the 8 most similar advisory firms, Causey Demgen & Moore P.C has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $219.77 million for 95 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Causey Demgen & Moore P.C doesn't advise any private funds.
The company employs 46 people that are either part- or full-time employees. 11 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Thomas John Ruygrok has been acting as President since 1 Jul 2009. Richard James Fleischman joined the executive team most recently as the Vice President.
The principal office where Causey Demgen & Moore P.C. performs its advisory services is located at 1099 18 Th Street, Denver, CO 80202 1939, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 303-296-2229 or by fax 303-296-3731. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at causeycpas.com.