SARGENT BICKHAM LAGUDIS, LLC

BOULDER, Colorado·5 registered advisors·CRD# 113216

SEC# 801-562042303-443-2433

01

Firm Overview

AUM

$2.0B

Regulatory assets under management

Employees

17

Total firm employees

Advisors

5

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at SARGENT BICKHAM LAGUDIS, LLC

5 registered advisors

Bradley Scott Bickham

BOULDER, Colorado

Christopher Michael Lagudis

BOULDER, Colorado

Joshua Robert Miller

BOULDER, Colorado

Luke Robert Daniel

BOULDER, Colorado

Meagan D'angelo

BOULDER, Colorado

05

Office Locations

BOULDER, Colorado

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Data sourced from SEC Form ADV filings. SARGENT BICKHAM LAGUDIS, LLC (CRD# 113216) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.