THE HOLBEN GROUP, LLC
CRD #140200 SEC #801-114311 DENVER, CO 303.691.1970
SEC Registered
Total AUM
--
Discretionary
--
Employees
4
Clients
--
Accounts
--
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2024 | $188.5M | $188.5M | $0 | 4 | 0 |
| Mar 2024 | $173.5M | $173.5M | $0 | 6 | 0 |
| Sep 2023 | $155M | $155M | $0 | 6 | 0 |
| Mar 2023 | $135M | $135M | $0 | 6 | 0 |
| Mar 2022 | $140M | $140M | $0 | 6 | 0 |
| Mar 2021 | $127M | $127M | $0 | 7 | 0 |
| Jun 2020 | $110M | $110M | $0 | 7 | 0 |
| Mar 2020 | $110M | $110M | $0 | 7 | 0 |
| Dec 2019 | $115M | $115M | $0 | 7 | 0 |
| Mar 2019 | $105M | $105M | $0 | 7 | 0 |
| Oct 2018 | $102.3M | $102.3M | $0 | 7 | 0 |
| Jan 2012 | $54.4M | $54.4M | $0 | 1 | 26 |
| Nov 2011 | $54.5M | $54.5M | $0 | 1 | 26 |
| Aug 2010 | $40.1M | $40.1M | $0 | 5 | -- |
| Jun 2010 | $40.1M | $40.1M | $0 | 5 | -- |
DateSep 2024
Total AUM$188.5M
Discretionary$188.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$173.5M
Discretionary$173.5M
Non-Disc.$0
Employees6
Clients0
DateSep 2023
Total AUM$155M
Discretionary$155M
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$135M
Discretionary$135M
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$140M
Discretionary$140M
Non-Disc.$0
Employees6
Clients0
DateMar 2021
Total AUM$127M
Discretionary$127M
Non-Disc.$0
Employees7
Clients0
DateJun 2020
Total AUM$110M
Discretionary$110M
Non-Disc.$0
Employees7
Clients0
DateMar 2020
Total AUM$110M
Discretionary$110M
Non-Disc.$0
Employees7
Clients0
DateDec 2019
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees7
Clients0
DateMar 2019
Total AUM$105M
Discretionary$105M
Non-Disc.$0
Employees7
Clients0
DateOct 2018
Total AUM$102.3M
Discretionary$102.3M
Non-Disc.$0
Employees7
Clients0
DateJan 2012
Total AUM$54.4M
Discretionary$54.4M
Non-Disc.$0
Employees1
Clients26
DateNov 2011
Total AUM$54.5M
Discretionary$54.5M
Non-Disc.$0
Employees1
Clients26
DateAug 2010
Total AUM$40.1M
Discretionary$40.1M
Non-Disc.$0
Employees5
Clients--
DateJun 2010
Total AUM$40.1M
Discretionary$40.1M
Non-Disc.$0
Employees5
Clients--