About JL Bainbridge
JL Bainbridge is a company based in Sarasota (United States). It operates as a Professional Services. JL Bainbridge offers products and services including Family Wealth Advisory, Portfolio Management, and Financial Planning. JL Bainbridge operates in a competitive market with competitors including Raymond James, Wintrust, Focus Financial Partners, Alera Group and Creative Planning, among others.
- Headquarter Sarasota, United States
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Sectors
Financial Services
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Email
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Phone
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Website
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Social
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- Legal Name J.L. Bainbridge & Co., Inc.
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
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Investors
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Employee Count
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Products & Services of JL Bainbridge
JL Bainbridge offers a comprehensive portfolio of products and services, including Family Wealth Advisory, Portfolio Management, and Financial Planning.
Multi-generational wealth management services are provided to clients.
Investment portfolios are managed for growth and income objectives.
Retirement and estate planning services are offered to individuals.
Funding Insights of JL Bainbridge
Detailed funding history for JL Bainbridge
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Investments & Acquisitions by JL Bainbridge
Investment portfolio details for JL Bainbridge
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Financial Statements - JL Bainbridge
Detailed financials for JL Bainbridge
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Jl Bainbridge Comparisons
Peer comparison for JL Bainbridge
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Competitors of JL Bainbridge
JL Bainbridge operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Raymond James, Wintrust, Focus Financial Partners, Alera Group and Creative Planning, among others.
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M&A advisory, capital markets, and wealth management services are offered.
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Bank offering diversified financial services
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Business consulting services are provided to banks and lending institutions.
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HR, insurance, and liability services are provided by Alera Group.
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Provider of wealth management services
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Provider of wealth management services
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Detailed competitors of JL Bainbridge
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Latest news on Jl Bainbridge
Complete news archive for JL Bainbridge
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Frequently Asked Questions about JL Bainbridge
JL Bainbridge is headquartered in Sarasota, United States. It is registered at Sarasota, Florida, United States.
JL Bainbridge is established as a fee-only financial advisory firm located in Sarasota, Florida. Multi-generational wealth building and money management services are provided to clients. A range of financial planning services, including retirement planning, estate planning, and tax strategies, are offered. Personalized service is ensured whether clients are local or global. As Registered Investment Advisors, fiduciary responsibility is maintained to prioritize client interests. The firm operates in the financial sector, focusing on investment management and wealth advisory solutions without offering brokerage, tax, or legal advice.
JL Bainbridge's top competitors include Focus Financial Partners, Alera Group and Raymond James.
JL Bainbridge offers Family Wealth Advisory, Portfolio Management, and Financial Planning.