World Trade Center
101 W. Main Street, Suite 720
Norfolk, Virginia 23510
Tel: 757-390-3100
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$45,003,485,534 | 354 | 181 | |
$32,231,415,180 | 53 | 47 | |
$26,988,658,396 | 84 | 99 | |
$24,381,015,458 | 94 | 27 | |
$20,812,400,000 | 4775 | 68 |
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