J. L. Bainbridge & Co, Inc.
Firm details
- Headquarters
- Sarasota, Florida
- CRD number
- 108058
- Registered since
- January 1, 1998
- Website
- jlbainbridge.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI85.37%
- Individuals12.51%
- Corporations / Businesses1.09%
- Pension & Profit Sharing Plans0.94%
- Charitable Organizations0.1%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
J. L. Bainbridge & Co, Inc. is an independent, privately owned registered investment adviser that has been SEC-registered since 1998. The firm serves both individual and family clients as well as some institutional relationships, delivering financial planning and portfolio management for individuals and small businesses. It charges fees as a percentage of assets under management and reports no formal ESG investing program. The adviser is not organized as a multi-state or related adviser and does not act as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities83%
- Public Funds/Mutual Funds10%
- Cash & Cash Equivalents2%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
1 of 1
Jerry Bainbridge
Chief Executive OfficerCRD 1899496
Contacts
3 of 13
Jennifer Chauvel
Operations and Compliance ManagerCRD 7011078
Danielle Chueka
Client Services ManagerCRD 5069268
Fay Bainbridge
Secretary and TreasurerCRD 4366673
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 37Active vs passive
$83.2M in ETFs
21%
$17.7M
2%
$65.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES LARGE CAP MAX BUFFER SEP ETF (SMAX) | BlackRock | $26.4M | 947,144 | 31.71% |
Location
Sarasota, FL
Sarasota
Location
Sarasota, FL
Headquartered in Sarasota, FL, anchoring the North Port-Sarasota, FL metro in the South.
- Metro area
- North Port-Sarasota, FL
- Region
- South
- County
- Sarasota
- Address
- 1582 Main St
- Time zone
- ET (UTC-5)
- Office locations
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