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Home > Retirement Planners > virginia > norfolk > COURAGE MILLER PARTNERS, LLC
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 $360,165,268 assets under management, offering retirement planning & investment advisory services to 857 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 | $360,165,268 |
| No. of Clients | 857 |
| 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 857 | $360,165,268 |
| Individuals (other than high net worth individuals) | 124 | $42,286,785 |
| High net worth individuals | 89 | $292,487,276 |
| Pension and profit sharing plans | 10 | $1,194,114 |
| Charitable organizations | 5 | $19,313,294 |
| Corporations or other businesses | Fewer than 5 clients | $4,883,799 |
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