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UNION HERITAGE CAPITAL

CRD 309768 · SEC 801-119126

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2050 15TH STREET, 3RD FLR, DETROIT, MI, 48216, United States

Phone

313-300-0207

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$295.2M

Discretionary AUM

$295.2M

Team

3 total employees; 1 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (institutions)

States served

MI

All web addresses on file

Official SEC filing: View on IAPD