Heritage Investors Management Corp
Bethesda, MD·SEC-registered · CRD #110420
Heritage Investors Management Corp is an SEC-registered investment advisory firm in Bethesda, MD managing $4.6B across 1.5k client accounts, with 8 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$4.6B
Client accounts
1.5k
Advisory staff
8
Fee model
Fee-based
How Heritage Investors Management Corp is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Heritage Investors Management Corp
How much does Heritage Investors Management Corp manage?
Per its most recent SEC Form ADV filing (03/30/2026), Heritage Investors Management Corp reports $4.6B in regulatory assets under management across roughly 1.5k client accounts.
How does Heritage Investors Management Corp charge?
Heritage Investors Management Corp is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Heritage Investors Management Corp a fiduciary?
Yes. Heritage Investors Management Corp is registered with the U.S. Securities and Exchange Commission (CRD #110420), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Heritage Investors Management Corp taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Heritage Investors Management Corp and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Heritage Investors Management Corp's public SEC Form ADV filing (CRD #110420, filed 03/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Heritage Investors Management Corp. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Heritage Investors Management Corp? Claim this profile.