JAMES I. BLACK & COMPANY
CRD #1249 SEC #801-118955 LAKELAND, FL 863-686-4163
SEC Registered Broker-Dealer Disclosures
Total AUM
$142.6M
Discretionary
$0
Employees
10
Clients
0
Accounts
138
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $142.6M | $0 | $142.6M | 10 | 0 |
| Feb 2024 | $131.8M | $0 | $131.8M | 9 | 0 |
| Feb 2023 | $133.3M | $0 | $133.3M | 9 | 0 |
| Mar 2022 | $123.8M | $0 | $123.8M | 9 | 0 |
| Feb 2021 | $116.9M | $0 | $116.9M | 9 | 0 |
| Nov 2020 | $113.7M | $0 | $113.7M | 9 | 0 |
| Oct 2020 | $113.7M | $0 | $113.7M | 9 | 0 |
DateFeb 2025
Total AUM$142.6M
Discretionary$0
Non-Disc.$142.6M
Employees10
Clients0
DateFeb 2024
Total AUM$131.8M
Discretionary$0
Non-Disc.$131.8M
Employees9
Clients0
DateFeb 2023
Total AUM$133.3M
Discretionary$0
Non-Disc.$133.3M
Employees9
Clients0
DateMar 2022
Total AUM$123.8M
Discretionary$0
Non-Disc.$123.8M
Employees9
Clients0
DateFeb 2021
Total AUM$116.9M
Discretionary$0
Non-Disc.$116.9M
Employees9
Clients0
DateNov 2020
Total AUM$113.7M
Discretionary$0
Non-Disc.$113.7M
Employees9
Clients0
DateOct 2020
Total AUM$113.7M
Discretionary$0
Non-Disc.$113.7M
Employees9
Clients0