SEC Form ADV

HERITAGE INVESTORS MANAGEMENT CORP

Registered Investment AdviserMD
$4.6B
Assets Under Management
1,465
Total Clients
Get LP Contact Details

Registration Details

Accession
CRD-110420
Location
BETHESDA, MD
Filing Date
March 30, 2026
AUM
$4.6B
Total Clients
1,465
Amendment
No

About this Adviser

HERITAGE INVESTORS MANAGEMENT CORP is a registered investment adviser headquartered in BETHESDA, MD, managing approximately $4.6B in assets across 1,465 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.