# SARGENT BICKHAM LAGUDIS, LLC

SARGENT BICKHAM LAGUDIS, LLC of BOULDER, CO is an SEC-registered investment adviser.

## Registration

- CRD: 113216
- Type: SEC-registered investment adviser
- SEC file number: 801-56204
- Location: 4840 PEARL EAST CIRCLE, SUITE 300E, BOULDER, CO, 80301
- Phone: 303-443-2433
- Latest filing: 2023-03-30
- Regulatory AUM: $2.0B
- Discretionary AUM: $1.9B
- Non-discretionary AUM: $12.1M
- Clients: 17
- Accounts: 2,985

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| Miller J Robert | PARTNER; PARTNER/CHIEF COMPLIANCE OFFICER/SENIOR FINANCIAL ADVISOR | New York, NY |
| BICKHAM BRADLEY SCOTT | CHIEF INVESTMENT OFFICER / CHAIRMAN; DIRECTOR, INVESTMENTS - MOUNTAIN WEST, DIRECTOR ON THE BOARD; PRESIDENT | — |
| LAGUDIS CHRISTOPHER MICHAEL | VICE PRESIDENT; VICE PRESIDENT AND SENIOR FINANCIAL ADVISOR | — |
| MENELEY PATRICIA FORMAN | SECRETARY/TREASURER; SECRETARY/TREASURER/CHIEF COMPLIANCE OFFICER; SECRETARY/TREASURER/CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER (+1 more) | — |
| ROBINSON DERRICK WAIT | VICE PRESIDENT | — |
| STERN KENNETH AARON | PRESIDENT, DIRECTOR ON THE BOARD | — |
| OZUR JASON JAY | CHIEF EXECUTIVE OFFICER, DIRECTOR ON THE BOARD | — |
| DANIEL GLENN ROBERT | PARTNER; PARTNER AND SENIOR FINANCIAL ADVISOR | — |
| LAWRENCE DANIEL W | CHIEF EXECUTIVE OFFICER/PRESIDENT | — |
| D'ANGELO MEAGAN | PARTNER; PARTNER AND SENIOR FINANCIAL ADVISOR | — |
| EADS DAVID E | PARTNER; PARTNER AND SENIOR FINANCIAL ADVISOR | — |
| LEE JASON PANG FE | CHIEF LEGAL AND COMPLIANCE OFFICER, CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/113216/brochure
- Similar advisers: https://search.stillhousedata.com/firm/113216/similar
- Related entities: https://search.stillhousedata.com/firm/113216/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/113216

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.