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UNION HERITAGE CAPITAL
UNION HERITAGE CAPITAL
BLOOMFIELD HILLS, Michigan
·
3 registered advisors
·
CRD# 309768
SEC# 801-119126
0
248-369-3335
01
Firm Overview
AUM
$200M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at UNION HERITAGE CAPITAL
3 registered advisors
Dawn Larice Scott Batts
BLOOMFIELD HILLS, Michigan
CRD# 4537999
Domineca Neal
BLOOMFIELD HILLS, Michigan
CRD# 7357613
Sonya Archer-Fairley
BLOOMFIELD HILLS, Michigan
CRD# 5275600
05
Office Locations
BLOOMFIELD HILLS, Michigan
3 advisors
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Data sourced from SEC Form ADV filings. UNION HERITAGE CAPITAL (CRD# 309768) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.