COURAGE MILLER PARTNERS, LLC

World Trade Center
101 W. Main Street, Suite 720
Norfolk, Virginia 23510
Tel: 757-390-3100

About COURAGE MILLER PARTNERS, LLC

COURAGE MILLER PARTNERS, LLC, formally registered with the SEC as COURAGE MILLER PARTNERS, LLC. The firm was established in 06/12/2008. They have over 1 offices throughout the country.

COURAGE MILLER PARTNERS, LLC is a Norfolk, Virginia based Financial Planning firm with nearly $382,000,651 assets under management, offering retirement planning & investment advisory services to 866 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	147360
SEC#	801-69242
Assets Managed by Firm	$382,000,651
No. of Clients	866
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (RETIREMENT PLAN CONSULTING -PERCENTAGE OF PLAN ASSETS)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	866	$382,000,651
Individuals (other than high net worth individuals)	123	$44,485,610
High net worth individuals	92	$309,880,280
Pension and profit sharing plans	10	$1,648,725
Charitable organizations	5	$20,665,751
Corporations or other businesses	Fewer than 5 clients	$5,320,285

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