HERITAGE INVESTORS MANAGEMENT CORP

7101 Wisconsin Avenue
Suite 950
Bethesda, Maryland 20814-4878
Tel: 301-951-0440

About HERITAGE INVESTORS MANAGEMENT CORP

HERITAGE INVESTORS MANAGEMENT CORP, formally registered with the SEC as HERITAGE INVESTORS MANAGEMENT CORP. The firm was established in 02/26/1975. They have over 1 offices throughout the country.

HERITAGE INVESTORS MANAGEMENT CORP is a Bethesda, Maryland based Financial Planning firm with nearly $3,126,801,088 assets under management, offering retirement planning & investment advisory services to 1389 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110420
SEC#	801-10612
Assets Managed by Firm	$3,126,801,088
No. of Clients	1389
No. of Advisors	16

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business
Selection of Other Advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1389	$3,126,801,088
Individuals (other than high net worth individuals)	122	$67,679,393
High net worth individuals	525	$2,576,335,810
Pension and profit sharing plans	16	$102,874,596
Charitable organizations	29	$224,773,609
Corporations or other businesses	26	$155,137,680

Inquire with HERITAGE INVESTORS MANAGEMENT CORP

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