Heritage Investors Management Corp

RIASEC Registered

Total AUM

$4.6B

Discretionary

$4.6B

100% of AUM

Avg account

$3.2M

Accounts

1,465

Employees

Advisory reps

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

FINTRX

Overview

Heritage Investors Management Corp is an independent wealth manager and capital allocator that has been SEC-registered since 1975. The firm serves both high-net-worth individuals and families as well as institutional clients, offering financial planning, portfolio management for individuals, small businesses and institutions, and the selection of third-party advisers. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Heritage does not present itself as an active ESG investor. Heritage has been recognized in industry rankings, appearing on FA Magazine’s Top RIA Firms list in 2020 and CNBC’s Top 100 Financial Advisory Firms list in 2021. The firm’s business model emphasizes equity-focused portfolios and outsourcing or co-managing specialty strategies through external managers where appropriate.