Investment advisory firm Sargent Bickham Lagudis has merged with Colorado Financial Management (CFM) to create a new firm with $1.25bn in assets under management.
Sargent Bickham Lagudis manages approximately $1bn in assets, and CFM has approximately $250m in assets under management.
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As part of the merger, the two firms will operate under the Colorado Financial Management brand and will have offices in Boulder, Denver and Loveland.
The merger will also see CFM principals Josh Miller and David Eads joining the new entity as partners.
The combined firm will serves clients in 25 other states and employ 27 staff including seven partners, nine planners and four chartered financial analysts.
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