| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Marc Schenker | Chief Investment Officer | Under 5% | 2021 |
| Beth Marci Rosen | Chief Operating Officer | Under 5% | 2024 |
| Cornfeld Family 2012 Trust | Shareholder | 5-10% | 2018 |
Heritage Investors Management Corp reports $4.2 billion in regulatory assets under management on its Form ADV.
Heritage Investors Management Corp reports 20 employees.
Heritage Investors Management Corp is based in Bethesda, MD and has been SEC-registered since 1975.
Heritage Investors Management Corp is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 7101 Wisconsin Avenue, Suite 950, Bethesda, MD 20814-4878 |
| Phone | 301-951-0440 |
| Fax | 301-951-4954 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
| Discretionary | $4.17B |
| Non-discretionary | $9.4M |
| Total (RAUM) | $4.18B |