JL Bainbridge & Company
Financial Services • 
Sarasota, Florida, United States • 11-20 Employees
Company overview
| Headquarters | 1582 Main St, Sarasota, Florida 34236, US |
| Phone number | +18008995171 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Estate Planning, Retirement Planning, Financial Planning, Wealth Management, Portfolio Management, Trusts, Tax Strategies, Charitable Giving, Financial Advisors, Money Management, Sarasota, Money Managers, 401K Strategies, Cfp Sarasota, Family Wealth Advisors, Family Wealth Management, Fee Only Financial Planner, Financial Advisors Sarasota, Money Managers Near Me, Registered Financial Advisor |
| Founded | 1981 |
| Employees | 11-20 |
| Socials |
Key Contact at JL Bainbridge & Company
Daniel Greenwald
Director Of Operations
JL Bainbridge & Company Email Formats
JL Bainbridge & Company uses 4 email formats. The most common is {first initial}{last name} (e.g., jdoe@jlbainbridge.com), used 58.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@jlbainbridge.com | 58.3% |
{first name}{last name} | johndoe@jlbainbridge.com | 25% |
{first initial} | j@jlbainbridge.com | 16.6% |
About JL Bainbridge & Company
You’ve worked hard to build your success—now it’s time to make your wealth work for you. At JL Bainbridge, we specialize in helping first-generation wealth creators and affluent families navigate their financial futures with confidence. As fee-only, Registered Investment Advisors, we provide transparent, jargon-free financial guidance tailored to your unique needs. No commissions, no hidden agendas—just clear, straightforward advice designed to help you grow and protect your wealth. With over $1 billion in assets under management and more than four decades of experience, we’ve built a reputation for approachable expertise, family-focused values, and a commitment to your best interests. And with the JLB Promise, we stand by our service—if you’re not satisfied in the first six months, we will refund your fee, no questions asked. Your wealth. Your future. Made simple. Learn more at www.jlbainbridge.com and to connect with us today. Disclosure: J.L. Bainbridge & Company, Inc. is a registered investment advisor providing investment management services primarily limited to a Growth and Income objective on a fee only and a discretionary basis. Registration with the SEC does not imply any level of skill or training. The firm also provides planning services as part of its investment management program. JL Bainbridge does not offer tax or legal advice. Please consult your tax or legal professional for assistance regarding your individual situation. JL Bainbridge is not a broker dealer. Investing involves risk including loss of principle. Past performance is not indicative of future performance. For more information on our firm and our investment advisor representatives, please review our Form ADV, Privacy Notice, and Form CRS at jlbainbridge.com. Our CRD# is: 108058. Please reference the SEC website for more information on the firm and its advisors: https://adviserinfo.sec.gov/firm/summary/108058
JL Bainbridge & Company revenue & valuation
| Annual revenue | $18,400,000 |
| Revenue per employee | $1,413,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $58,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
JL Bainbridge & Company has 3 employees across 3 departments.
Departments
Number of employees
Funding Data
JL Bainbridge & Company has never raised funding before.
JL Bainbridge & Company Tech Stack
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Frequently asked questions
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