JAMES I. BLACK & COMPANY

311 South Florida Avenue
Lakeland, Florida 33801
Tel: 863-686-4163

About JAMES I. BLACK & COMPANY

JAMES I BLACK & COMPANY, formally registered with the SEC as JAMES I BLACK & COMPANY. The firm was established in 07/28/2020. They have over 1 offices throughout the country.

JAMES I. BLACK & COMPANY is a Lakeland, Florida based Financial Planning firm with nearly $142,580,974 assets under management, offering retirement planning & investment advisory services to 138 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	1249
SEC#	801-118955
Assets Managed by Firm	$142,580,974
No. of Clients	138
No. of Advisors	10

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (NEGOTIABLE)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	138	$142,580,974
Individuals (other than high net worth individuals)	101	$38,252,020
High net worth individuals	37	$104,328,954

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