The Holben Group

Finance · Colorado, United States · 1-10 Employees

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Overview

Headquarters

1777 S Harrison St Ste 1000, Denver, Col...

Phone Number

(303) 691-1970

Revenue

$6.1 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About The Holben Group

EP Wealth Advisors, in partnership with Holben Group, offers comprehensive wealth management services tailored to the unique goals of their clients. They serve a diverse clientele, including federal employees, professional athletes, and individuals seeking financial literacy and planning support. Their extensive range of services includes financial planning, investment management, estate planning, and retirement planning, among others. With a commitment to client education and personalized service, EP Wealth Advisors aims to enrich lives one relationship at a time.Explore more
The Holben Group's Social MediaPopular SearchesThe Holben Group LLCHolben Building CorpThe Holben GroupHolben GroupHolben Group LLCSIC Code 62,628NAICS Code 52,523Show more

The Holben Group Org Chart

PhoneEmail
CD
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Partner

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JH
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Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

The Holben Group

$6.1M
1-10
Private
-
2006
$5M
11-50
Private
-
2012
BC
Benjamin ColesChief Development Officer (Cdo)
<$5M
11-50
Private
<$5M
2006
DR
Dale RubinFounding Partner, Chief Investment Officer
<$5M
1-10
Private
-
2013
SK
Shelley KemperManager, Marketing
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
<$5M
1-10
Private
-
-
Thomas Holliger, Managing Partner, Private Wealth Manager at Holliger Financial Consultants
Thomas HolligerManaging Partner, Private Wealth Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

The Holben Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

The Holben Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about The Holben Group.

The Holben Group Tech Stack

The Holben Group News & Media

  • EP Wealth Advisors Expands Presence in Colorado with the Acquisition of Denver-Based The Holben Group, LLC

    TORRANCE, Calif.--(BUSINESS WIRE)--EP Wealth Advisors (“EP Wealth”), a leading fee-only registered investment adviser (“RIA”) with a growing national footprint, has announced their partnership with The Holben Group, LLC (“Holben Group”) in Denver, CO. This alignment builds on EP Wealth’s long-time presence in Colorado, adding over $190 million in assets under management (AUM) to the firm. “For over 25-years, EP Wealth has been built by entrepreneurs who are committed to long-term, personal rela
Read more news

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Frequently Asked Questions Regarding The Holben Group

What is The Holben Group's official website?
The Holben Group's official website is www.theholbengroup.com
What is The Holben Group's Revenue?
The Holben Group's revenue is $6.1 Million
What is The Holben Group's SIC code?
The Holben Group's SIC: 62,628
What is The Holben Group's NAICS code?
The Holben Group's NAICS: 52,523
How many employees does The Holben Group have?
The Holben Group has 1-10 employees
What industry does The Holben Group belong to?
The Holben Group is in the industry of: Finance, Securities Trading
What is The Holben Group competition?
The Holben Group top competitors include: Wealth Advisory Services, Beacon Financial Partners, Holliger Financial Consultants, Alliance Wealth Advisors
What companies has The Holben Group acquired?
The Holben Group has acquired the companies: Capital Insight Partners, Clearview Wealth Advisors, Sound Financial Planning, Klein Financial Advisors
What technology does The Holben Group use?
Some of the popular technologies that The Holben Group uses are: Google Universal Analytics, Squarespace Online Stores, Barracuda Networks, Adobe Typekit
How do I contact The Holben Group?
The Holben Group contact info: Phone number: (303) 691-1970 Website: www.theholbengroup.com
What does The Holben Group do?

EP Wealth Advisors, in partnership with Holben Group, offers comprehensive wealth management services tailored to the unique goals of their clients. They serve a diverse clientele, including federal employees, professional athletes, and individuals seeking financial literacy and planning support. Their extensive range of services includes financial... planning, investment management, estate planning, and retirement planning, among others. With a commitment to client education and personalized service, EP Wealth Advisors aims to enrich lives one relationship at a time.Read More

What are The Holben Group social media links?
The Holben Group Linkedin page The Holben Group Facebook page
Is The Holben Group a public company?
The Holben Group is private company therefore does not currently have an official ticker symbol
See more information about The Holben Group

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