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THE Holben Group, LLC

Headquartered in DENVER, CO

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Firm Information

THE Holben Group, LLC is an investment advisor based in Denver, CO. The firm manages approximately $188.5 million in assets for individuals, high-net-worth individuals, charitable organizations, corporations, and other businesses. They offer financial planning, pension consulting, portfolio management for individuals and businesses, as well as estate planning and tax consulting services.

THE Holben Group, LLC

2000 S. COLORADO BLVD

DENVER, CO 80222

$188.51M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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estate planning and tax consulting

Estate planning and tax consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

THE HOLBEN GROUP, LLC has a total of 1 branch locations across the country.
location

DENVER, CO

Advisors at THE Holben Group, LLC

View All 5 Advisors
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Eric Braun Lake

RA

DENVER, CO

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Heather Holben Stork

RA

DENVER, CO

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William Merle Holben

RA

DENVER, CO

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Unclaimed
Jeffrey Merle Holben

RA

DENVER, CO

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Unclaimed
Clinton Ford Demming

RA

DENVER, CO

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Unclaimed
Patricia P Parker

RA

DENVER, CO

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Disclosures

There are no public disclosures for THE Holben Group, LLC.

Frequently Asked Questions (7)

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