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Sargent Bickham Lagudis

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.

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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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

1 Former Executive

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Sargent Bickham Lagudis Board Members (1)

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