HERITAGE INVESTORS MANAGEMENT CORP

RIASEC RegisteredEst. 1975
Total AUM
$4.6B
Discretionary
$4.6B
100% of AUM
Avg account
$3.2M
Accounts
1,465
Employees
22
Advisory reps
11

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 registered investment adviser that has been SEC-registered since 1975. The firm serves both individual and family clients as well as institutional investors, acting as a capital allocator and adviser. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, and the selection of third-party managers. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed fees. Heritage does not identify as an active ESG investor and is not classified as a multi-state or newly formed adviser. Heritage has received industry recognition, including placement on FA Magazine’s Top RIA Firms list in 2020 and CNBC’s Top 100 Financial Advisory Firms list in 2021.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 71%, State & Local Bonds 16%, Public Funds/Mutual Funds 5%, Cash & Cash Equivalents 5%, US Government Bonds 2%71%
  • Exchange Traded Equities71%
  • State & Local Bonds16%
  • Public Funds/Mutual Funds5%
  • Cash & Cash Equivalents5%
  • US Government Bonds2%

Owners & executives

3 of 3

  • Sophia 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

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 44

Active vs passive

$174M in ETFs

Passive

100%

$174M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD SMALL-CAP INDEX FUND (VB)VanguardPassiveSmall Blend$37.4M142,97221.50%
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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth