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
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..........
