J L Bainbridge % Company, Inc. (Sarasota)

Name: J L Bainbridge % Company, Inc.
Address: 1582 Main Street, Sarasota, FL, 34236
Telephone: 941-365-3435

J L Bainbridge % Company, Inc. is a large advisory firm based in Sarasota. It manages $281.37 million of regulatory assets for 791 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Arizona, California, Connecticut, and 16 other states.

J L Bainbridge % Company provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

J L Bainbridge % Company: assets under management

The assets under management (AUM) of J L Bainbridge % Company, Inc. is $281.37 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -3% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $281.37 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $355.71 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay J L Bainbridge % Company, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at J L Bainbridge % Company, Inc.

J L Bainbridge % Company, Inc. is owned by Kip D Schoonover. Jerry Bainbridge has been acting as President since 1 Nov 1980. Joel Gordon Oldham joined the executive team most recently as the Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jerry Bainbridge	President	1 Nov 1980	25% - 50%	1899496
Fay Ellen Bainbridge	Treasurer/secretary	1 Jun 1987	25% - 50%	4366673
Bridget Lee Schoonover	Owner	1 Jan 2004	Other	4934417
Barton Bainbridge	Chief compliance officer	1 Oct 2004	Other	1943445
Barton Lee Bainbridge	Chief compliance officer	1 Oct 2004	Other	1943445
Kip D Schoonover	Owner	1 Jan 2005	Other	2172285
Joel Gordon Oldham	Owner	1 Jan 2005	Other	2690996

Based in Sarasota

The principal office where J L Bainbridge % Company, Inc. performs its advisory services is located at 1582 Main Street, Sarasota, FL 34236, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 941-365-3435 or by fax 941-365-0437. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.jlbainbridge.com.