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Building 2HERITAGE INVESTORS MANAGEMENT CORP

Map pinBETHESDA, MD
Phone301-951-0440
NotebookSEC #801-10612
Total AUM
$4.6B
Employees
22
Clients
762

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7101 WISCONSIN AVENUE
SUITE 950
BETHESDA
MD 20814-4878
United States
Operating Hours
9 A.M. TO 5 P.M.
Monday - Friday
Phone
301-951-0440

ReceiptFinancials

Total AUM
$4.6B
Accounts
1,465
Discretionary
$4.6B
Accounts
1,464
Non-Discretionary
$11.1M
Accounts
1

ContactClients

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Individual Clients
97
AUM
$63.1M
HNW Individual Clients
585
AUM
$4B
Pension/Profit Sharing Plan Clients
13
AUM
$112.9M
Charitable Organization Clients
33
AUM
$316M
Corporation or Business Clients
34
AUM
$183.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACODCDEFLGAILLAMAMDNCNHNJNMNYORPATXVA

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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