Overview
Assets Under Management: $143 million
Headquarters: LAKELAND, FL
High-Net-Worth Clients: 37
Average Client Assets: $3 million
Frequently Asked Questions
JAMES I. BLACK & COMPANY is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #1249), JAMES I. BLACK & COMPANY is subject to fiduciary duty under federal law.
JAMES I. BLACK & COMPANY is headquartered in LAKELAND, FL.
JAMES I. BLACK & COMPANY serves 37 high-net-worth clients according to their SEC filing dated February 07, 2025. View client details ↓
According to their SEC Form ADV, JAMES I. BLACK & COMPANY offers financial planning and portfolio management for individuals. View all service details ↓
JAMES I. BLACK & COMPANY manages $143 million in client assets according to their SEC filing dated February 07, 2025.
According to their SEC Form ADV, JAMES I. BLACK & COMPANY serves high-net-worth individuals. View client details ↓
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