SARGENT BICKHAM LAGUDIS, LLC
Legal name: COLORADO FINANCIAL MANAGEMENT LLC
CRD #113216 SEC #801-56204 BOULDER, CO 303-443-2433
SEC Registered
Total AUM
$2B
Discretionary
$1.9B
Employees
17
Clients
101
Accounts
2,985
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $2B | $1.9B | $12.1M | 17 | 0 |
| May 2022 | $2.1B | $2.1B | $12.7M | 28 | 0 |
| Feb 2022 | $2.1B | $2.1B | $12.7M | 28 | 0 |
| Jun 2021 | $1.8B | $1.8B | $21.2M | 26 | 0 |
| May 2021 | $1.8B | $1.8B | $21.2M | 26 | 0 |
| Mar 2021 | $1.8B | $1.8B | $21.2M | 26 | 0 |
| Sep 2020 | $1.6B | $1.6B | $15.8M | 24 | 0 |
| Jun 2020 | $1.6B | $1.6B | $15.8M | 24 | 0 |
| Mar 2020 | $1.6B | $1.6B | $15.8M | 24 | 0 |
| Apr 2019 | $1.6B | $1.6B | $6.4M | 26 | 0 |
| Apr 2019 | $1.6B | $1.6B | $6.4M | 26 | 0 |
| Mar 2019 | $1.6B | $1.6B | $6.4M | 26 | 0 |
| Apr 2018 | $1.5B | $1.4B | $3.4M | 26 | 0 |
| Apr 2018 | $1.5B | $1.4B | $3.4M | 26 | 0 |
| Mar 2018 | $1.5B | $1.4B | $3.4M | 26 | 0 |
| Mar 2018 | $1.5B | $1.4B | $3.4M | 26 | 0 |
| Jan 2018 | $1.2B | $1.2B | $2.9M | 24 | 0 |
| Sep 2017 | $1.2B | $1.2B | $2.9M | 24 | 700 |
| Mar 2017 | $1.2B | $1.2B | $2.9M | 24 | 700 |
| Mar 2017 | $1.2B | $1.2B | $2.9M | 24 | 700 |
| Mar 2017 | $1.2B | $1.2B | $2.9M | 24 | 700 |
| Aug 2016 | $1.1B | $1.1B | $2.3M | 28 | 700 |
| Apr 2016 | $1.1B | $1.1B | $2.3M | 28 | 700 |
| Feb 2016 | $1.1B | $1.1B | $2.3M | 28 | 700 |
| Mar 2015 | $957.2M | $954.5M | $2.8M | 19 | 400 |
| May 2014 | $881.5M | $879M | $2.4M | 19 | 400 |
| Mar 2014 | $881.5M | $879M | $2.4M | 19 | 400 |
| Mar 2014 | $881.5M | $879M | $2.4M | 19 | 400 |
| Nov 2013 | $866.8M | $836.8M | $30M | 19 | 400 |
| Oct 2013 | $788.4M | $758.4M | $30M | 19 | 300 |
| Mar 2013 | $788.4M | $758.4M | $30M | 19 | 300 |
| Mar 2012 | $717M | $675M | $42M | 11 | 300 |
| Mar 2011 | $731.9M | $644.7M | $87.2M | -- | -- |
| Dec 2010 | $731.9M | $644.7M | $87.2M | -- | -- |
| Feb 2007 | $570M | $490M | $80M | -- | -- |
| Feb 2006 | $580M | $440M | $140M | -- | -- |
| Jan 2006 | $550M | $400M | $150M | -- | -- |
| Sep 2005 | $550M | $400M | $150M | -- | -- |
| Feb 2005 | $550M | $400M | $150M | -- | -- |
| Jun 2004 | $450M | $430M | $20M | 10 | -- |
| Mar 2002 | $200M | $180M | $20M | 10 | -- |
| Jun 2001 | $200M | $180M | $20M | 10 | -- |
DateMar 2023
Total AUM$2B
Discretionary$1.9B
Non-Disc.$12.1M
Employees17
Clients0
DateMay 2022
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$12.7M
Employees28
Clients0
DateFeb 2022
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$12.7M
Employees28
Clients0
DateJun 2021
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$21.2M
Employees26
Clients0
DateMay 2021
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$21.2M
Employees26
Clients0
DateMar 2021
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$21.2M
Employees26
Clients0
DateSep 2020
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$15.8M
Employees24
Clients0
DateJun 2020
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$15.8M
Employees24
Clients0
DateMar 2020
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$15.8M
Employees24
Clients0
DateApr 2019
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$6.4M
Employees26
Clients0
DateApr 2019
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$6.4M
Employees26
Clients0
DateMar 2019
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$6.4M
Employees26
Clients0
DateApr 2018
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$3.4M
Employees26
Clients0
DateApr 2018
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$3.4M
Employees26
Clients0
DateMar 2018
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$3.4M
Employees26
Clients0
DateMar 2018
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$3.4M
Employees26
Clients0
DateJan 2018
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$2.9M
Employees24
Clients0
DateSep 2017
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$2.9M
Employees24
Clients700
DateMar 2017
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$2.9M
Employees24
Clients700
DateMar 2017
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$2.9M
Employees24
Clients700
DateMar 2017
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$2.9M
Employees24
Clients700
DateAug 2016
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$2.3M
Employees28
Clients700
DateApr 2016
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$2.3M
Employees28
Clients700
DateFeb 2016
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$2.3M
Employees28
Clients700
DateMar 2015
Total AUM$957.2M
Discretionary$954.5M
Non-Disc.$2.8M
Employees19
Clients400
DateMay 2014
Total AUM$881.5M
Discretionary$879M
Non-Disc.$2.4M
Employees19
Clients400
DateMar 2014
Total AUM$881.5M
Discretionary$879M
Non-Disc.$2.4M
Employees19
Clients400
DateMar 2014
Total AUM$881.5M
Discretionary$879M
Non-Disc.$2.4M
Employees19
Clients400
DateNov 2013
Total AUM$866.8M
Discretionary$836.8M
Non-Disc.$30M
Employees19
Clients400
DateOct 2013
Total AUM$788.4M
Discretionary$758.4M
Non-Disc.$30M
Employees19
Clients300
DateMar 2013
Total AUM$788.4M
Discretionary$758.4M
Non-Disc.$30M
Employees19
Clients300
DateMar 2012
Total AUM$717M
Discretionary$675M
Non-Disc.$42M
Employees11
Clients300
DateMar 2011
Total AUM$731.9M
Discretionary$644.7M
Non-Disc.$87.2M
Employees--
Clients--
DateDec 2010
Total AUM$731.9M
Discretionary$644.7M
Non-Disc.$87.2M
Employees--
Clients--
DateFeb 2007
Total AUM$570M
Discretionary$490M
Non-Disc.$80M
Employees--
Clients--
DateFeb 2006
Total AUM$580M
Discretionary$440M
Non-Disc.$140M
Employees--
Clients--
DateJan 2006
Total AUM$550M
Discretionary$400M
Non-Disc.$150M
Employees--
Clients--
DateSep 2005
Total AUM$550M
Discretionary$400M
Non-Disc.$150M
Employees--
Clients--
DateFeb 2005
Total AUM$550M
Discretionary$400M
Non-Disc.$150M
Employees--
Clients--
DateJun 2004
Total AUM$450M
Discretionary$430M
Non-Disc.$20M
Employees10
Clients--
DateMar 2002
Total AUM$200M
Discretionary$180M
Non-Disc.$20M
Employees10
Clients--
DateJun 2001
Total AUM$200M
Discretionary$180M
Non-Disc.$20M
Employees10
Clients--