Dino Zepcan is a registered investment advisor at Causey Public Finance, based in Denver, CO, with 1 years of industry experience. Dino operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 21 clients with $420M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CPF offers both discretionary and non-discretionary portfolio management services. The annual fee for these services ranges from 0.05% to 0.50% of the value of your portfolio. The fee is calculated monthly, quarterly, or semi-annually. Fees may be negotiable.
Location
Denver, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Causey Public Finance
State Registrations1 state
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