Causey Demgen & Moore P.c.

Causey Demgen & Moore P.c. (CRD# 111115) is a financial advisory firm headquartered in Denver, CO. They manage $189,405,755 in 242 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    189
    MILLION
  • Total Number of Accounts
    242
    ACCOUNTS
  • Average Account Value
    $782,668
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, TX

Financial Advisors at Causey Demgen & Moore P.c.
Showing 1 - 4 of 4 top financial advisors.
1
Nathanael A. Koch
CRD#: 3142229
1125 Seventeenth Street, Ste 1450, Denver, CO 80202
93
Wealthminder
score

Nathanael Koch (CRD# 3142229) is an Investment Advisor Representative working at Causey Demgen & Moore P.c. in Denver, CO and has over 17 years of experience in the finance industry.

2
Robb A. Stone
CRD#: 4035700
1125 Seventeenth Street, Ste 1450, Denver, CO 80202
93
Wealthminder
score

Robb Stone (CRD# 4035700) is an Investment Advisor Representative working at Causey Demgen & Moore P.c. in Denver, CO and has over 14 years of experience in the finance industry.

3
Paul F. Demgen
CRD#: 4384110
1125 Seventeenth Street, Ste 1450, Denver, CO 80202
90
Wealthminder
score

Paul Demgen (CRD# 4384110) is an Investment Advisor Representative working at Causey Demgen & Moore P.c. in Denver, CO and has 1 year of experience in the finance industry. Paul Demgen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
John R. Connell
CRD#: 4384115
1801 California St., #4650, Denver, CO 80202
87
Wealthminder
score

John Connell (CRD# 4384115) is an Investment Advisor Representative working at Causey Demgen & Moore P.c. in Denver, CO and has 1 year of experience in the finance industry.

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