Overview
Assets Under Management: $382 million
Headquarters: NORFOLK, VA
High-Net-Worth Clients: 98
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 98
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.77
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 866
Discretionary Accounts: 733
Non-Discretionary Accounts: 133
Regulatory Filings
CRD Number: 147360
Last Filing Date: 2024-03-29 00:00:00
Website: https://couragemiller.com