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COURAGE MILLER PARTNERS, LLC

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

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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 StatusApproved
Firm CRD#147360
SEC#801-69242
Assets Managed by Firm$382,000,651
No. of Clients866
No. of Advisors3

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 ClientsAUM
Firm Total866$382,000,651
Individuals (other than high net worth individuals)123$44,485,610
High net worth individuals92$309,880,280
Pension and profit sharing plans10$1,648,725
Charitable organizations5$20,665,751
Corporations or other businessesFewer than 5 clients$5,320,285

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THOMPSON SIEGEL & WALMSLEY LLC
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