Sargent Bickham Lagudis Overview

  • Year Founded
  • 1988

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 24


  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

Sargent Bickham Lagudis General Information


Provider of investment management and financial planning services. The company is a fee-only wealth management firm providing customized investment management and financial planning for high net worth individuals, families and nonprofit institutions.

Contact Information

Ownership Status
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Corporate Office
  • 4840 Pearl East Circle, Suite 300E
  • Boulder, CO 80301
  • United States

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Sargent Bickham Lagudis Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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Sargent Bickham Lagudis Executive Team (5)

Name Title Board Seat
Patty Meneley Principal, Chief Operating Officer & Chief Compliance Officer
Chris Lagudis Principal & Senior Executive Vice President
You’re viewing 2 of 5 executive team members. Get the full list »

Sargent Bickham Lagudis Signals

Growth Rate

0.80% Weekly
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers


Similarweb Unique Visitors


Majestic Referring Domains


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Sargent Bickham Lagudis FAQs

  • When was Sargent Bickham Lagudis founded?

    Sargent Bickham Lagudis was founded in 1988.

  • Who is the founder of Sargent Bickham Lagudis?

    Brad Bickham and Mike Sargent are the founders of Sargent Bickham Lagudis.

  • Where is Sargent Bickham Lagudis headquartered?

    Sargent Bickham Lagudis is headquartered in Boulder, CO.

  • What is the size of Sargent Bickham Lagudis?

    Sargent Bickham Lagudis has 24 total employees.

  • What industry is Sargent Bickham Lagudis in?

    Sargent Bickham Lagudis’s primary industry is Asset Management.

  • Is Sargent Bickham Lagudis a private or public company?

    Sargent Bickham Lagudis is a Private company.

  • What is Sargent Bickham Lagudis’s current revenue?

    The current revenue for Sargent Bickham Lagudis is 000000.

  • When was Sargent Bickham Lagudis acquired?

    Sargent Bickham Lagudis was acquired on 20-Jan-2016.

  • Who acquired Sargent Bickham Lagudis?

    Sargent Bickham Lagudis was acquired by Colorado Financial Management.

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