RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

In a deal made in Schwab land, a $1 billion Boulder RIA buys smaller rival but takes the bolder name of its quarry

Sargent Bickham Lagudis rebrands under $250 million AUM Colorado Financial Management in search for newly prosperous clients

Author Lisa Shidler January 21, 2016 at 7:35 PM
1 Comment
no description available
Brad Bickham: We gained geography, great partners and another investment strategy.

David Selig

|

Brad Bickham

|

Richard Lawrence

|

Chris Lagudis

|

Patty Meneley

|

Meagan D'Angelo

|

Luke Daniel

|

Josh Miller

|

David Eads


Bonnie sheline

Bonnie sheline

June 18, 2018 — 9:44 PM
Mr Bickham made a whopping .6 on a cool million portfolio in 1 1/2 yrs. plus created a headache of tax implications due to excessive trading and mostly at a loss. Thanks but no thanks..........

RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING


RIABiz Directory sponsored by:

Directory Sponsor Logo

White Paper Postings


Common Tags


Recent Articles


Popular Writers


RIABiz logo

RIABiz

About Us

Directory

Archives

Connect

RIABiz, Mill Valley, California
Copyright © 2009-2024 RIABiz Inc. All rights reserved.