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Home > Retirement Planners > florida > sarasota > J. L. BAINBRIDGE & CO., INC.
J. L. BAINBRIDGE & CO., INC.
1582 Main Street
Sarasota, Florida 34236
Tel: 941-365-3435
About J. L. BAINBRIDGE & CO., INC.
J L BAINBRIDGE & CO, INC, formally registered with the SEC as J L BAINBRIDGE & CO, INC. The firm was established in 01/01/1998. They have over 1 offices throughout the country.
J. L. BAINBRIDGE & CO., INC. is a Sarasota, Florida based Financial Planning firm with nearly $1,111,599,268 assets under management, offering retirement planning & investment advisory services to 1882 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 108058 |
| SEC# | 801-55231 |
| Assets Managed by Firm | $1,111,599,268 |
| No. of Clients | 1882 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1882 | $1,111,599,268 |
| Individuals (other than high net worth individuals) | 491 | $183,092,608 |
| High net worth individuals | 306 | $917,644,377 |
| Pension and profit sharing plans | 2 | $8,135,832 |
| Charitable organizations | 1 | $1,090,034 |
| Corporations or other businesses | 4 | $1,636,417 |
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