HERITAGE INVESTORS MANAGEMENT CORP

BETHESDA, Maryland·7 registered advisors·CRD# 110420
SEC# 801-106120301-951-0440
01

Firm Overview

AUM
$3.7B
Regulatory assets under management
Employees
20
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at HERITAGE INVESTORS MANAGEMENT CORP

7 registered advisors
Andrew Marc Schenker
BETHESDA, Maryland
CFA
Christopher Geddy Hill
BETHESDA, Maryland
Derek Robert Stone
BETHESDA, Maryland
Jean Marie Kennedy
BETHESDA, Maryland
Kenneth James Long
BETHESDA, Maryland
Michael Demayo
BETHESDA, Maryland
Michael Stewart Cornfeld
BETHESDA, Maryland
05

Office Locations

BETHESDA, Maryland
7 advisors

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Data sourced from SEC Form ADV filings. HERITAGE INVESTORS MANAGEMENT CORP (CRD# 110420) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.