COURAGE MILLER PARTNERS, LLC
Total AUM
$480.7M
Employees
4Clients
229Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
WORLD TRADE CENTER
101 W. MAIN STREET, SUITE 720
NORFOLK
VA 23510
United States
101 W. MAIN STREET, SUITE 720
NORFOLK
VA 23510
United States
Operating Hours
9:00 AM - 4:30 PM
Monday - Friday
Monday - Friday
Phone
757-390-3100
Financials
Total AUM
$480.7M
Accounts
840Discretionary
$434.4M
Accounts
787Non-Discretionary
$46.2M
Accounts
53
Clients
Individual Clients
121AUM
$47.9M
HNW Individual Clients
101AUM
$400.4M
Pension/Profit Sharing Plan Clients
1AUM
$1.2M
Charitable Organization Clients
5AUM
$23.5M
Corporation or Business Clients
1AUM
$7.7M
Services
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
Compliance
Disclosures
None reported
State Registrations
DCFLNCNEORTXVA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.