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
7 West Square Lake Rd, Bloomfield Hills, MI 48302
https://www.unionheritagecapital.com
By the Numbers
  • Total Assets Under Management
    200
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Union Heritage Capital
Showing 1 - 1 of 1 top financial advisors.
1
Derek Batts, financial advisor Bloomfield Hills MI
Derek T. Batts
CRD#: 2243578
7 West Square Lake Rd, Bloomfield Hills, MI 48302

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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