UNION HERITAGE CAPITAL
SEC Form ADV profile.
Total regulatory AUM
$295,247,038
Discretionary
$295,247,038
Non-discretionary
$0
Firm details
- CRD number
- 309768
- SEC file number
- 801-119126
- Main office
- DETROIT, MI, United States
- Employees
- 3
- SEC status
- Approved
- Website
- HTTPS://WWW.UNIONHERITAGE.COM
- Fee structure
-
Percentage of AUM
As of October 2026.