Sargent Bickham Lagudis Overview

  • Founded
  • 1988

  • 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
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/
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
You’re viewing 4 of 5 executive team members. Get the full list »

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
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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