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HERITAGE INVESTORS MANAGEMENT CORP

BETHESDA, MD · CRD 110420 · IAPD ↗ · 301-951-0440

$4.63BRegulatory AUM
8Advisory reps
22Employees
0Clients
51-100Planning clients
0Private funds
21States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
September 2026 — HERITAGE INVESTORS MANAGEMENT CORP notice-filed in AZ, VT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.