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Building 2UNION HERITAGE CAPITAL

Map pinDETROIT, MI
Phone313-300-0207
NotebookSEC #801-119126
Total AUM
$295.2M
Employees
3
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2050 15TH STREET
3RD FLR
DETROIT
MI 48216
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
313-300-0207

ReceiptFinancials

Total AUM
$295.2M
Accounts
3
Discretionary
$295.2M
Accounts
3
Non-Discretionary
$0
Accounts
0

ContactClients

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Government Entity Clients
1
AUM
$295.2M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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