Overview
Assets Under Management: $143 million
Headquarters: LAKELAND, FL
High-Net-Worth Clients: 37
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 37
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.17
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 138
Non-Discretionary Accounts: 138
Regulatory Filings
CRD Number: 1249
Last Filing Date: 2025-02-07 00:00:00
Website: https://jamesiblack.com