Heritage Investors Management Corp
Heritage Investors Management Corp (CRD# 110420) is a financial advisory firm headquartered in Bethesda, MD. They manage $3,663,856,037 in 1,391 accounts and serve the financial needs of clients across 19 states (or territories).
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Total Assets Under Management3,664MILLION
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Total Number of Accounts1,391ACCOUNTS
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Average Account Value$2,633,973
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
CA, CO, DC, DE, FL, GA, IL, LA, MA, MD, NC, NH, NJ, NM, NY, OR, PA, TX, VA
Michael Cornfeld (CRD# 1783964) is an Investment Advisor Representative working at Heritage Investors Management Corp in Bethesda, MD and has over 29 years of experience in the finance industry.
Brian Curtin (CRD# 5399503) is an Investment Advisor Representative working at Heritage Investors Management Corp in Bethesda, MD and has over 7 years of experience in the finance industry.
Christopher Hill (CRD# 4234339) is an Investment Advisor Representative working at Heritage Investors Management Corp in Bethesda, MD and has over 18 years of experience in the finance industry.
Kenneth Long (CRD# 2687493) is an Investment Advisor Representative working at Heritage Investors Management Corp in Bethesda, MD and has over 28 years of experience in the finance industry.
Laura McAree (CRD# 3202593) is an Investment Advisor Representative working at Heritage Investors Management Corp in Bethesda, MD and has 1 year of experience in the finance industry.
Andrew Schenker (CRD# 5563017) is an Investment Advisor Representative working at Heritage Investors Management Corp in Bethesda, MD and has over 15 years of experience in the finance industry.
Derek Stone (CRD# 1783956) is an Investment Advisor Representative working at Heritage Investors Management Corp in Bethesda, MD and has over 29 years of experience in the finance industry.