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Building 2COURAGE MILLER PARTNERS, LLC

Map pinNORFOLK, VA
Phone757-390-3100
NotebookSEC #801-69242
Total AUM
$480.7M
Employees
4
Clients
229

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
WORLD TRADE CENTER
101 W. MAIN STREET, SUITE 720
NORFOLK
VA 23510
United States
Operating Hours
9:00 AM - 4:30 PM
Monday - Friday
Phone
757-390-3100

ReceiptFinancials

Total AUM
$480.7M
Accounts
840
Discretionary
$434.4M
Accounts
787
Non-Discretionary
$46.2M
Accounts
53

ContactClients

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Individual Clients
121
AUM
$47.9M
HNW Individual Clients
101
AUM
$400.4M
Pension/Profit Sharing Plan Clients
1
AUM
$1.2M
Charitable Organization Clients
5
AUM
$23.5M
Corporation or Business Clients
1
AUM
$7.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
RETIREMENT PLAN CONSULTING -PERCENTAGE OF PLAN ASSETS

Shield checkCompliance

Disclosures

None reported

State Registrations
DCFLNCNEORTXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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