J. L. Bainbridge & Co., Inc.
Sarasota, Florida
J. L. Bainbridge & Co., Inc., based out of Sarasota, FL, is a reputable investment advisory firm catering to high net worth individuals. With over $740,302,000 in assets under management and a client base of more than 570 individuals, they have established themselves as a trusted partner in wealth management. The firm operates from a single office and boasts a team of eight dedicated employees, with five of them specializing in providing investment advisory services. While J. L. Bainbridge & Co., Inc. primarily focuses on managing discretionary assets, they also possess the expertise to handle employer funds, although these const...
See more
Loading...

Assets Under Mgmt

$740.3M

Investment Professionals

5

Locations

0

% 401K & Individual

27%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Disclosures
Do any of the events below involve you or any of your supervised persons?
Found to have been involved in a violation of investment regulations or statutes by Federal regulatory agency
Found to have caused investement-related business to lose authorization denied by federal regulatory agency
Orders brought against in connection to investment related activities (10yrs)
Had investment related business activity restricted by federal regulatory agency
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.