Heritage Investors Management Corp, MD — Investment Adviser | BuildTrust

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HERITAGE INVESTORS MANAGEMENT CORP

Investment AdviceBETHESDA, MD

Assets Under Management

$4.2B

Total AUM

Donut chart: Discretionary 4.2B, Non-Discretionary 9.4M
Category	Value
Discretionary	4.2B
Non-Discretionary	9.4M

Adviser Information

Field	Value
CRD Number	110420
SEC Number	801-10612
Street Address	7101 WISCONSIN AVENUE
Street Address 2	SUITE 950
Location	BETHESDA, MD 20814-4878
Country	United States
Phone	301-951-0440
Fax	301-951-4954
Total Employees	20

Client Count by Type (763 Total)

Horizontal bar chart: High Net Worth Individual… 574, Individuals (other than H… 111, Corporations/Businesses 34, Charitable Organizations 32, Pension/Profit Sharing Pl… 12
Category	Value
High Net Worth Individual…	574
Individuals (other than H…	111
Corporations/Businesses	34
Charitable Organizations	32
Pension/Profit Sharing Pl…	12