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 |
Sargent Bickham Lagudis Signals
Growth Rate
0.80%
Weekly
Growth
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
