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THE HOLBEN GROUP, LLC
2000 S. Colorado Blvd
Tower 2, Suite 200
Denver, Colorado 80222
Tel: 303.691.1970
About THE HOLBEN GROUP, LLC
THE HOLBEN GROUP, LLC, formally registered with the SEC as THE HOLBEN GROUP, LLC. The firm was established in 11/19/2018. They have over 1 offices throughout the country.
THE HOLBEN GROUP, LLC is a Denver, Colorado based Financial Planning firm with nearly $188,506,426 assets under management, offering retirement planning & investment advisory services to 640 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 140200 |
| SEC# | 801-114311 |
| Assets Managed by Firm | $188,506,426 |
| No. of Clients | 640 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Other (ESTATE PLANNING AND TAX CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 640 | $188,506,426 |
| Individuals (other than high net worth individuals) | 107 | $36,987,300 |
| High net worth individuals | 56 | $149,572,890 |
| Charitable organizations | 1 | $527,650 |
| Corporations or other businesses | 1 | $1,418,586 |
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