CAUSEY DEMGEN & MOORE P.C.
CRD #111115 SEC #801-36051 DENVER, CO 303-296-2229
SEC Registered
Total AUM
$436M
Discretionary
$420.5M
Employees
58
Clients
51
Accounts
549
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2023 | $436M | $420.5M | $15.4M | 58 | 1 |
| Sep 2022 | $317.7M | $257.8M | $59.9M | 51 | 1 |
| Sep 2021 | $305.2M | $248.1M | $57.1M | 47 | 1 |
| Sep 2020 | $253.4M | $215.6M | $37.8M | 46 | 1 |
| Jun 2020 | $219.8M | $213.5M | $6.2M | 46 | 0 |
| Sep 2019 | $219.8M | $213.5M | $6.2M | 46 | 0 |
| Jun 2019 | $214.7M | $203.4M | $11.3M | 55 | 0 |
| Sep 2018 | $214.7M | $203.4M | $11.3M | 55 | 0 |
| Apr 2018 | $214.5M | $191.7M | $22.8M | 55 | 0 |
| Sep 2017 | $214.5M | $191.7M | $22.8M | 55 | 26 |
| Sep 2016 | $182.3M | $166.2M | $16.1M | 53 | 26 |
| Sep 2015 | $189.4M | $176M | $13.4M | 45 | 26 |
| Sep 2014 | $186.8M | $168.2M | $18.6M | 45 | 26 |
| Mar 2014 | $151.2M | $132.9M | $18.4M | 45 | 26 |
| Sep 2013 | $151.2M | $132.9M | $18.4M | 45 | 26 |
| Sep 2012 | $141.2M | $122.5M | $18.7M | 11 | 26 |
| Jun 2012 | $131.8M | $117.2M | $14.7M | 11 | 26 |
| Mar 2012 | $131.8M | $117.2M | $14.7M | 11 | 26 |
| Sep 2010 | $106.1M | $100.4M | $5.7M | -- | -- |
| Sep 2007 | $116.3M | $104.8M | $11.6M | -- | -- |
| Sep 2004 | $54M | $37.5M | $16.5M | -- | -- |
| Apr 2002 | $40M | $14.6M | $25.4M | -- | -- |
| Sep 2001 | $40M | $14.6M | $25.4M | -- | -- |
DateSep 2023
Total AUM$436M
Discretionary$420.5M
Non-Disc.$15.4M
Employees58
Clients1
DateSep 2022
Total AUM$317.7M
Discretionary$257.8M
Non-Disc.$59.9M
Employees51
Clients1
DateSep 2021
Total AUM$305.2M
Discretionary$248.1M
Non-Disc.$57.1M
Employees47
Clients1
DateSep 2020
Total AUM$253.4M
Discretionary$215.6M
Non-Disc.$37.8M
Employees46
Clients1
DateJun 2020
Total AUM$219.8M
Discretionary$213.5M
Non-Disc.$6.2M
Employees46
Clients0
DateSep 2019
Total AUM$219.8M
Discretionary$213.5M
Non-Disc.$6.2M
Employees46
Clients0
DateJun 2019
Total AUM$214.7M
Discretionary$203.4M
Non-Disc.$11.3M
Employees55
Clients0
DateSep 2018
Total AUM$214.7M
Discretionary$203.4M
Non-Disc.$11.3M
Employees55
Clients0
DateApr 2018
Total AUM$214.5M
Discretionary$191.7M
Non-Disc.$22.8M
Employees55
Clients0
DateSep 2017
Total AUM$214.5M
Discretionary$191.7M
Non-Disc.$22.8M
Employees55
Clients26
DateSep 2016
Total AUM$182.3M
Discretionary$166.2M
Non-Disc.$16.1M
Employees53
Clients26
DateSep 2015
Total AUM$189.4M
Discretionary$176M
Non-Disc.$13.4M
Employees45
Clients26
DateSep 2014
Total AUM$186.8M
Discretionary$168.2M
Non-Disc.$18.6M
Employees45
Clients26
DateMar 2014
Total AUM$151.2M
Discretionary$132.9M
Non-Disc.$18.4M
Employees45
Clients26
DateSep 2013
Total AUM$151.2M
Discretionary$132.9M
Non-Disc.$18.4M
Employees45
Clients26
DateSep 2012
Total AUM$141.2M
Discretionary$122.5M
Non-Disc.$18.7M
Employees11
Clients26
DateJun 2012
Total AUM$131.8M
Discretionary$117.2M
Non-Disc.$14.7M
Employees11
Clients26
DateMar 2012
Total AUM$131.8M
Discretionary$117.2M
Non-Disc.$14.7M
Employees11
Clients26
DateSep 2010
Total AUM$106.1M
Discretionary$100.4M
Non-Disc.$5.7M
Employees--
Clients--
DateSep 2007
Total AUM$116.3M
Discretionary$104.8M
Non-Disc.$11.6M
Employees--
Clients--
DateSep 2004
Total AUM$54M
Discretionary$37.5M
Non-Disc.$16.5M
Employees--
Clients--
DateApr 2002
Total AUM$40M
Discretionary$14.6M
Non-Disc.$25.4M
Employees--
Clients--
DateSep 2001
Total AUM$40M
Discretionary$14.6M
Non-Disc.$25.4M
Employees--
Clients--