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Building 2J. L. BAINBRIDGE & CO., INC.

Map pinSARASOTA, FL
Phone941-365-3435
NotebookSEC #801-55231
Total AUM
$1.4B
Employees
11
Clients
839

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1582 MAIN STREET
SARASOTA
FL 34236
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
941-365-3435

ReceiptFinancials

Total AUM
$1.4B
Accounts
2,070
Discretionary
$1.4B
Accounts
2,070
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
478
AUM
$171.5M
HNW Individual Clients
350
AUM
$1.2B
Pension/Profit Sharing Plan Clients
3
AUM
$12.8M
Charitable Organization Clients
1
AUM
$1.3M
Corporation or Business Clients
7
AUM
$14.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Cause of Denial/SuspensionOther Regulator Denial/Suspension/RevocationOther Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
ALAZCACOCTFLGAILINLAMAMDMINCNENHNJNYOHPASCTNTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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