Sargent Bickham Lagudis
1988
FOUNDED
M&A
STATUS
21-30
EMPLOYEES
M&A
LATEST DEAL TYPE
1
FINANCING ROUNDS
Description
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.
Website
Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Other Industries
Other Financial Services
Acquirer
Colorado Financial Management
Primary Office
- 4840 Pearl East Circle, Suite 300E
- Boulder, CO 80301
- United States
Sargent Bickham Lagudis Valuation and Funding
| Deal Type | Date | Amount | Post-Val | Valuation/ EBITDA |
Debt | Status |
|---|
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| Name | Representing | Role | Since | Contact Info |
|---|---|---|---|---|
| 0000 0000000 | Sargent Bickham Lagudis | Co-Founder, Chairman & Chief Investment Officer | 000 0000 |