UNION HERITAGE CAPITAL

7 West Square Lake Rd
Bloomfield Hills, Michigan 48302
Tel: 248-369-3335

About UNION HERITAGE CAPITAL

UNION HERITAGE CAPITAL, formally registered with the SEC as UNION HERITAGE CAPITAL. The firm was established in 08/06/2020. They have over 1 offices throughout the country.

UNION HERITAGE CAPITAL is a Bloomfield Hills, Michigan based Financial Planning firm with nearly $199,960,000 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	309768
SEC#	801-119126
Assets Managed by Firm	$199,960,000
No. of Clients	1
No. of Advisors	2

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	1	$199,960,000

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