Overview
Assets Under Management: $382 million
Headquarters: NORFOLK, VA
High-Net-Worth Clients: 98
Average Client Assets: $3 million
Frequently Asked Questions
COURAGE MILLER PARTNERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #147360), COURAGE MILLER PARTNERS, LLC is subject to fiduciary duty under federal law.
COURAGE MILLER PARTNERS, LLC is headquartered in NORFOLK, VA.
COURAGE MILLER PARTNERS, LLC serves 98 high-net-worth clients according to their SEC filing dated March 29, 2024. View client details ↓
According to their SEC Form ADV, COURAGE MILLER PARTNERS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
COURAGE MILLER PARTNERS, LLC manages $382 million in client assets according to their SEC filing dated March 29, 2024.
According to their SEC Form ADV, COURAGE MILLER PARTNERS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
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