Overview
Assets Under Management: $189 million
Headquarters: DENVER, CO
Frequently Asked Questions
THE HOLBEN GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #140200), THE HOLBEN GROUP, LLC is subject to fiduciary duty under federal law.
THE HOLBEN GROUP, LLC is headquartered in DENVER, CO.
According to their SEC Form ADV, THE HOLBEN GROUP, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
THE HOLBEN GROUP, LLC manages $189 million in client assets according to their SEC filing dated September 13, 2024.
According to their SEC Form ADV, THE HOLBEN GROUP, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Total Client Accounts: 640
Discretionary Accounts: 640
Regulatory Filings
CRD Number: 140200
Last Filing Date: 2024-09-13 00:00:00
Website: https://theholbengroup.com