Union Heritage Capital
Union Heritage Capital (CRD# 309768) is a financial advisory firm headquartered in Bloomfield Hills, MI. They manage $199,960,000 in 1 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management200MILLION
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Total Number of Accounts1ACCOUNTS
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Average Account Value$199,960,000
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MI
Financial Advisors at Union Heritage Capital
1
Derek Batts (CRD# 2243578) is an Investment Advisor Representative working at Union Heritage Capital in Bloomfield Hills, MI and has over 31 years of experience in the finance industry.
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