Sargent Bickham Lagudis Overview
- Founded
-
1988

- Status
-
Acquired/Merged
- Employees
-
24

- 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
Website
sblfinancial.com
Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Acquirer
Colorado Financial Management
Primary Office
- 4840 Pearl East Circle, Suite 300E
- Boulder, CO 80301
- United States
Sargent Bickham Lagudis Valuation & Funding
Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
---|
Sargent Bickham Lagudis Executive Team (5)
Sargent Bickham Lagudis Board Members (1)
Name | Representing | Role | Since |
---|---|---|---|
0000 0000000 | Sargent Bickham Lagudis | Co-Founder, Chairman & Chief Investment Officer | 000 0000 |