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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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