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HERITAGE INVESTORS MANAGEMENT CORP
CRD 110420 · SEC 801-10612
7101 WISCONSIN AVENUE, SUITE 950, BETHESDA, MD, 20814-4878, United States
Phone
301-951-0440
Fax
301-951-4954
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.63B
Discretionary AUM
$4.62B
Team
22 total employees; 8 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 97 | $63.1M |
| High net worth individuals | 585 | $3.96B |
| Pension/profit sharing plans | 13 | $112.9M |
| Charitable organizations | 33 | $316.0M |
| Corporations/business entities | 34 | $183.6M |
States served
CA, CO, DE, DC, GA, IL, LA, MD, MA, NJ, NM, NY, NC, OR, PA, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD