THE HOLBEN GROUP, LLC - Financial Advisor in Colorado, Denver

Tel: 303.691.1970 2000 S. Colorado Blvd Tower 2, Suite 200 Denver, Colorado 80222

About THE HOLBEN GROUP, LLC

THE HOLBEN GROUP, LLC is a Denver, Colorado based financial advisory firm with nearly $188,506,426 in assets under management and provides investment advisory services for 640 clients. There are currently 4 financial advisors at the firm.

General Information

Firm CRD#:

140200

Firm SEC#:

801-114311

Assets Under Management:

$188,506,426

No. of Clients:

640

No. of Advisors:

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)

Fee Structure:

A percentage of AUM, Fixed fees

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