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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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