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J. L. BAINBRIDGE & CO., INC.

1582 Main Street
Sarasota, Florida 34236
Tel: 941-365-3435

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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 StatusApproved
Firm CRD#108058
SEC#801-55231
Assets Managed by Firm$1,111,599,268
No. of Clients1882
No. of Advisors9

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 ClientsAUM
Firm Total1882$1,111,599,268
Individuals (other than high net worth individuals)491$183,092,608
High net worth individuals306$917,644,377
Pension and profit sharing plans2$8,135,832
Charitable organizations1$1,090,034
Corporations or other businesses4$1,636,417

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