The Holben Group, LLC is a large advisory firm based in Denver. It manages $105.01 million of regulatory assets for 376 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Colorado and Texas.
The Holben Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and estate planning and tax consulting. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of The Holben Group, LLC is $105.01 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 162% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay The Holben Group, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and corporations or other businesses. The largest group of clients of The Holben Group is high net worth individuals with 36 clients and $75.3 million of assets under management. Among the 3 most similar advisory firms, The Holben Group has the lowest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $105.01 million for 124 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
The Holben Group doesn't advise any private funds.
The company employs 7 people that are either part- or full-time employees. 29 percent of the employees work as investment advisers or researchers. 7 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where The Holben Group, LLC performs its advisory services is located at 1777 S. Harrison Street, Denver, CO 80210, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 303.691.1970 or by fax 303-759-2728. The normal business hours are 8am to 5pm on Monday - Friday. You can find more information about the New York firm at theholbengroup.com and its LinkedIn profile.