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 $3,663,856,037 assets under management, offering retirement planning & investment advisory services to 1391 clients. The firm is staffed with 20 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110420
SEC#	801-10612
Assets Managed by Firm	$3,663,856,037
No. of Clients	1391
No. of Advisors	20

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1391	$3,663,856,037
Individuals (other than high net worth individuals)	118	$73,535,720
High net worth individuals	566	$3,050,417,221
Pension and profit sharing plans	13	$98,481,471
Charitable organizations	31	$265,061,809
Corporations or other businesses	33	$176,359,816

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BROWN ADVISORY 901 South Bond Street, Suite 400 Baltimore, MD, 21231-3340	$108,331,371,643	23317	657
PROSHARE ADVISORS LLC 7272 Wisconsin Avenue, 21st Floor Bethesda, MD, 20814	$65,095,381,946	126	101
PNC CAPITAL ADVISORS LLC One East Pratt Street, Fifth Floor - East Baltimore, MD, 21202	$37,701,864,167	516	254

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