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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 filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 1 is a core regulatory form containing information about the firm’s advisory business, employees, clients, and other business activities.

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