Wealth Manager
    SEC Registered
    Manages Private Funds

    Heritage Investors Management Corp

    Registered investment advisor · Bethesda, Maryland · CRD #110420

    Assets Under Management
    $4.6B
    Client Accounts
    1,465
    Employees
    22
    CRD Number
    110420
    Registration
    SEC Registered
    Custodian
    Chevy Chase Trust Company

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Heritage Investors Management Corp

    Heritage Investors Management is a financial services company based out of 7101 Wisconsin Ave #950, Bethesda, Maryland, United States.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Heritage Investors Management Corp

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    Frequently Asked Questions

    What is Heritage Investors Management Corp's AUM?

    Heritage Investors Management Corp reports approximately $4.6B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Heritage Investors Management Corp headquartered?

    Heritage Investors Management Corp is headquartered in Bethesda, Maryland.

    What is Heritage Investors Management Corp's CRD number?

    Heritage Investors Management Corp's CRD number is 110420. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Heritage Investors Management Corp manage?

    Heritage Investors Management Corp manages approximately 1,465 client accounts according to its latest SEC filing.

    Is Heritage Investors Management Corp SEC registered?

    Yes, Heritage Investors Management Corp is registered with the SEC as an investment adviser with an approved registration status.

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