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Building 2JAMES I. BLACK & COMPANY

Map pinLAKELAND, FL
Phone863-686-4163
NotebookSEC #801-118955
Total AUM
$144.1M
Employees
10
Clients
130

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
311 SOUTH FLORIDA AVENUE
LAKELAND
FL 33801
United States
Operating Hours
8:30 - 4:00
Monday - Friday
Phone
863-686-4163

ReceiptFinancials

Total AUM
$144.1M
Accounts
130
Discretionary
$0
Accounts
0
Non-Discretionary
$144.1M
Accounts
130

ContactClients

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Individual Clients
88
AUM
$29.6M
HNW Individual Clients
42
AUM
$114.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
NEGOTIABLE

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Rule Violation
State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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