Heritage Investors Management Corp
Firm details
- Headquarters
- Bethesda, Maryland
- CRD number
- 110420
- Registered since
- February 26, 1975
- Website
- heritageinvestors.com
- Custodians
- 7501 WISCONSIN AVENUE, SUITE 1500W
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI85.42%
- Charitable Organizations6.82%
- Corporations / Businesses3.96%
- Pension & Profit Sharing Plans2.44%
- Individuals1.36%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Heritage Investors Management Corp is an independent registered investment adviser that has been SEC-registered since 1975. Organized as a domestic corporation with individual ownership elements, the firm serves both individual and family clients as well as institutional accounts. It acts as a capital allocator, regularly selecting third‑party managers for portions of client portfolios, and offers financial planning, portfolio management for individuals, small businesses and institutions, plus selection of other advisers. Fee arrangements include asset‑based fees, hourly charges and fixed fees. The firm does not identify itself as an active ESG investor. Heritage has been recognized in industry lists, appearing in FA Magazine’s Top RIA Firms (2020) and CNBC’s Top 100 Financial Advisory Firms (2021).
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities71%
- State & Local Bonds16%
- Public Funds/Mutual Funds5%
- Cash & Cash Equivalents5%
- US Government Bonds2%
Owners & executives
3 of 3Sophia Colas
Chief Compliance OfficerCRD 8135474
Beth Rosen
Chief Operations OfficerCRD 4127479
Andrew Schenker
Chief Investment OfficerCRD 5563017
Contacts
3 of 8
Derek Stone
Senior Vice PresidentCRD 1783956
Michael Cornfeld
PresidentCRD 1783964
Laura Mcaree
Portfolio ManagerCRD 3202593
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 47Active vs passive
$190M in ETFs
100%
$190M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SMALL-CAP INDEX FUND (VB) | Vanguard | Passive | Small Blend | $40.6M | 134,058 | 21.36% |
Location
Bethesda, MD
Montgomery
Location
Bethesda, MD
Headquartered in Bethesda, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Montgomery
- Address
- 7101 Wisconsin Ave
- Time zone
- ET (UTC-5)
- Office locations
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