The marriage of two Colorado RIAs has produced a new firm with $1.25 billion in assets under management.

Sargent Bickham Lagudis agreed to merge with Colorado Financial Management and assume its name.

Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access