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J. L. BAINBRIDGE & CO., INC.
CRD 108058 · SEC 801-55231
1582 MAIN STREET, SARASOTA, FL, 34236, United States
Phone
941-365-3435
Fax
941-365-0437
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.37B
Discretionary AUM
$1.37B
Team
11 total employees; 6 advisory reps
Clients
26-50
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-04
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 478 | $171.5M |
| High net worth individuals | 350 | $1.17B |
| Pension/profit sharing plans | 3 | $12.8M |
| Charitable organizations | 1 | $1.3M |
| Corporations/business entities | 7 | $14.9M |
States served
AL, AZ, CA, CO, GA, IL, IN, LA, MD, MA, MI, NE, NJ, NY, NC, OH, PA, SC, TN, VA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD