James I. Black & Company
Lakeland, Florida
3.0
2 Reviews
James I. Black & Company, based out of Lakeland, FL, is a small investment advisory firm with a remarkable track record. With over 110 individual clients and an impressive $133,303,000 in assets under management, they are highly regarded in the financial industry. While their 1 office serves as their operational hub, their influence reaches far beyond Lakeland. Specializing in managing the wealth of high net worth individuals, James I. Black & Company has built a reputation for providing personalized and effective investment strategies.
Though 401K and individual accounts make up less than 30% of their assets under management, th...
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Assets Under Mgmt
$133.3M
Investment Professionals
2
Locations
0
% 401K & Individual
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Other Business Activities
Broker-dealer (Registered or unregistered)
Disclosures
Do any of the events below involve you or any of your supervised persons?
SEC or CFTC violation of regulation or statutes
SEC or CFTC entered an order against you in connection to investment related activities
SEC or CFTC imposed civil money penalty or cease and desist from an activity
Found to have been involved in a violation of self-regulatory organizations rules
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