Sargent Bickham Lagudis Overview

  • Founded
  • 1988
Founded
  • Status
  • Acquired/​Merged
  • Employees
  • 24
Employees
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 1

Sargent Bickham Lagudis General Information

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.

Contact Information

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
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Sargent Bickham Lagudis Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Sargent Bickham Lagudis Executive Team (5)

Name Title Board Seat Contact Info
Richard Lawrence President & Chief Executive Officer
Patty Meneley Principal, Chief Operating Officer & Chief Compliance Officer
Chris Lagudis Principal & Senior Executive Vice President
Brad Bickham Co-Founder, Chairman & Chief Investment Officer
To view Sargent Bickham Lagudis’s complete executive team members history, request access »

Sargent Bickham Lagudis Board Members (1)

Name Representing Role Since
0000 0000000 Sargent Bickham Lagudis Co-Founder, Chairman & Chief Investment Officer 000 0000
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Sargent Bickham Lagudis Signals

Growth Rate

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

Size Multiple

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

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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