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Building 2CAUSEY PUBLIC FINANCE

Map pin
Phone720-669-3358
NotebookSEC #801-130992
Total AUM
$430.9M
Employees
16
Clients
17

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
720-669-3358
Other Offices
1

ReceiptFinancials

Total AUM
$430.9M
Accounts
65
Discretionary
$199.2M
Accounts
49
Non-Discretionary
$231.7M
Accounts
16

ContactClients

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HNW Individual Clients
6
AUM
$8M
Government Entity Clients
11
AUM
$422.9M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLLATNTXVI

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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