AdvisorOS Directory
Claim Profile
SA

Sonya Archer-Fairley

UNION HERITAGE CAPITAL·BLOOMFIELD HILLS, Michigan
Unclaimed Profile
7 WEST SQUARE LAKE RD, BLOOMFIELD HILLS, MI 48302CRD# 5275600Firm CRD# 309768
01

About

Sonya Archer-Fairley 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# 5275600
Firm CRD# 309768
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BLOOMFIELD HILLS?

Browse all registered financial advisors in BLOOMFIELD HILLS, Michigan or claim this profile if it's yours.

Browse BLOOMFIELD HILLS AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Sonya Archer-Fairley offer?
Sonya Archer-Fairley specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BLOOMFIELD HILLS, Michigan for a consultation.
What are Sonya Archer-Fairley's credentials?
Sonya Archer-Fairley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sonya Archer-Fairley located?
Sonya Archer-Fairley 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 Sonya Archer-Fairley charge for services?
Sonya Archer-Fairley'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
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
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile