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Dawn Larice Scott Batts

UNION HERITAGE CAPITAL·BLOOMFIELD HILLS, Michigan
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7 WEST SQUARE LAKE RD, BLOOMFIELD HILLS, MI 48302CRD# 4537999Firm CRD# 309768
01

About

Dawn Larice Scott Batts is a registered financial advisor based in BLOOMFIELD HILLS, Michigan, affiliated with UNION HERITAGE CAPITAL. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
UNION HERITAGE CAPITAL
UNION HERITAGE CAPITAL
AUM
$200M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at UNION HERITAGE CAPITAL →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4537999
Firm CRD# 309768
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Dawn Larice Scott Batts offer?
Dawn Larice Scott Batts specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BLOOMFIELD HILLS, Michigan for a consultation.
What are Dawn Larice Scott Batts's credentials?
Dawn Larice Scott Batts is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dawn Larice Scott Batts located?
Dawn Larice Scott Batts is based in BLOOMFIELD HILLS, Michigan, working with UNION HERITAGE CAPITAL. Their office serves clients in the BLOOMFIELD HILLS metropolitan area and surrounding communities.
How does Dawn Larice Scott Batts charge for services?
Dawn Larice Scott Batts's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is UNION HERITAGE CAPITAL?
UNION HERITAGE CAPITAL has approximately 2 employees and manages $200M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in BLOOMFIELD HILLS
Lauchlin Walter Shearer Macgregor — WEALTHCARE ADVISORS, LLCGeoffrey Gaetano Rossi — YOUSIF CAPITAL MANAGEMENT, LLCDomineca Neal — UNION HERITAGE CAPITALPatrick Paul Cahill — FLEXIBLE PLAN INVESTMENTS LTDMary Frances Litt — ALIDADE CAPITAL, LLC
Nearby cities in Michigan
GRAND RAPIDS (173)SOUTHFIELD (139)ANN ARBOR (109)BIRMINGHAM (97)TROY (97)
City Guides
GRAND RAPIDS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM GuideTROY Guide
Research
Advisor Fees in MichiganNational Fee Analysis
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