The Holben Group, LLC

The Holben Group, LLC (CRD# 140200) is a financial advisory firm headquartered in Denver, CO. They manage $90,000,000 in 345 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    90
    MILLION
  • Total Number of Accounts
    345
    ACCOUNTS
  • Average Account Value
    $260,870
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, TX

Financial Advisors at The Holben Group, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Clinton F. Demming
CRD#: 3179538
1777 S. Harrison Street, Suite 1000, Denver, CO 80210
93
Wealthminder
score

Clinton Demming (CRD# 3179538) is an Investment Advisor Representative working at The Holben Group, LLC in Denver, CO and has over 18 years of experience in the finance industry.

2
Jeffrey M. Holben
CRD#: 5140622
1777 S. Harrison Street, Suite 1000, Denver, CO 80210
93
Wealthminder
score

Jeffrey Holben (CRD# 5140622) is an Investment Advisor Representative working at The Holben Group, LLC in Denver, CO and has over 11 years of experience in the finance industry.

3
Eric B. Lake
CRD#: 6097836
1777 S. Harrison Street, Suite 1000, Denver, CO 80210
93
Wealthminder
score

Eric Lake (CRD# 6097836) is an Investment Advisor Representative working at The Holben Group, LLC in Denver, CO and has over 5 years of experience in the finance industry.

4
Heather H. Stork
CRD#: 4282154
1777 S. Harrison Street, Suite 1000, Denver, CO 80210
93
Wealthminder
score

Heather Stork (CRD# 4282154) is an Investment Advisor Representative working at The Holben Group, LLC in Denver, CO and has over 17 years of experience in the finance industry.

5
Patricia P. Parker
CRD#: 6714725
1777 S. Harrison Street, Suite 1000, Denver, CO 80210
87
Wealthminder
score

Patricia Parker (CRD# 6714725) is an Investment Advisor Representative working at The Holben Group, LLC in Denver, CO and has 1 year of experience in the finance industry.

6
Laura J. Theiss
CRD#: 6885536
1777 S. Harrison Street, Suite 1000, Denver, CO 80210
87
Wealthminder
score

Laura Theiss (CRD# 6885536) is an Investment Advisor Representative working at The Holben Group, LLC in Denver, CO and has 1 year of experience in the finance industry.

7
William M. Holben
CRD#: 5140633
1777 S. Harrison Street, Suite 1000, Denver, CO 80210
53
Wealthminder
score

William Holben (CRD# 5140633) is an Investment Advisor Representative working at The Holben Group, LLC in Denver, CO and has over 11 years of experience in the finance industry.

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