Heritage Investors Management is an investment advisor in Bethesda with $3.62 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
521009685
SEC advisor number
801-10612
FINRA CRD number
110420
AUM ?
$3.66 bn
(as of 25 Mar 24)
Accounts
1,391
(as of 25 Mar 24)
Employees
20
(7 investment advisory or research)
Address
Heritage Investors Management
7101 WISCONSIN AVENUE STE 950
BETHESDA
MD 20814
7101 WISCONSIN AVENUE STE 950
BETHESDA
MD 20814
Phone
3019510440
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
7 Feb 24
13F-HR
Quarterly holdings report by institutional manager
9 Nov 23
13F-HR
Quarterly holdings report by institutional manager
1 Aug 23
13F-HR
Quarterly holdings report by institutional manager
1 May 23
13F-HR
Quarterly holdings report by institutional manager
6 Feb 23
13F-HR
Quarterly holdings report by institutional manager
27 Oct 22
13F-HR
Quarterly holdings report by institutional manager
1 Aug 22
13F-HR
Quarterly holdings report by institutional manager
2 May 22
13F-HR
Quarterly holdings report by institutional manager
28 Jan 22
13F-HR
Quarterly holdings report by institutional manager
28 Oct 21