Heritage Investors Management Corp

Heritage Investors Management Corp (CRD# 110420) is a financial advisory firm headquartered in Bethesda, MD. They manage $1,972,360,498 in 1,150 accounts and serve the financial needs of clients across 14 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    1,972
    MILLION
  • Total Number of Accounts
    1,150
    ACCOUNTS
  • Average Account Value
    $1,715,096
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, DC, FL, MA, MD, MI, NC, NH, NY, PA, SC, TX, VA

Financial Advisors at Heritage Investors Management Corp
Showing 1 - 5 of 5 top financial advisors.
1
Michael S. Cornfeld
CRD#: 1783964
7101 Wisconsin Avenue, Suite 1112, Bethesda, MD 20814
96
Wealthminder
score

Michael Cornfeld (CRD# 1783964) is an Investment Advisor Representative working at Heritage Investors Management Corp in Bethesda, MD and has over 22 years of experience in the finance industry.

2
Michael Demayo
CRD#: 4743352
7101 Wisconsin Avenue, Suite 1112, Bethesda, MD 20814
96
Wealthminder
score

Michael Demayo (CRD# 4743352) is an Investment Advisor Representative working at Heritage Investors Management Corp in Bethesda, MD and has over 13 years of experience in the finance industry.

3
Kenneth J. Long
CRD#: 2687493
7101 Wisconsin Avenue, Suite 1112, Bethesda, MD 20814
96
Wealthminder
score

Kenneth Long (CRD# 2687493) is an Investment Advisor Representative working at Heritage Investors Management Corp in Bethesda, MD and has over 21 years of experience in the finance industry.

4
Derek R. Stone
CRD#: 1783956
7101 Wisconsin Avenue, Suite 1112, Bethesda, MD 20814
96
Wealthminder
score

Derek Stone (CRD# 1783956) is an Investment Advisor Representative working at Heritage Investors Management Corp in Bethesda, MD and has over 22 years of experience in the finance industry.

5
Jean M. Kennedy
CRD#: 2464613
7101 Wisconsin Avenue, Suite 1112, Bethesda, MD 20814
90
Wealthminder
score

Jean Kennedy (CRD# 2464613) is an Investment Advisor Representative working at Heritage Investors Management Corp in Bethesda, MD and has 1 year of experience in the finance industry.

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