HERITAGE INVESTORS MANAGEMENT CORP
SEC Form ADV profile.
Total regulatory AUM
$4,632,533,441
Discretionary
$4,621,394,995
Non-discretionary
$11,138,446
Firm details
- CRD number
- 110420
- SEC file number
- 801-10612
- Main office
- BETHESDA, MD, United States
- Employees
- 22
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.