Sargent Bickham Lagudis Overview

  • Year Founded
  • 1988

Year 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
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/
EBITDA
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
Growth
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

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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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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