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Heritage Investors Management Corp

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on Aug. 20, 2016
    • $2.0B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 1K
      Accounts
    • $1.7M
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

Advisors

Current Advisors

# of advisors

6

name start date
Derek Robert Stone
October 1990
Michael Demayo
April 2005
Michael Stewart Cornfeld
October 1990
Kenneth James Long
January 1996
Jean Marie Kennedy
November 2000

    Leadership

    Ownership

    There is no ownership data available to display at this time.

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Michael Stewart Cornfeld President/Chief Compliance Officer September, 1985 75% or more
    Derek Robert Stone Vice President July, 1992 less than 5%
    Kenneth James Long Vice President December, 2002 less than 5%
    Jean Marie Kennedy Vice President July, 2007 less than 5%
    Michael Demayo Vice President January, 2012 less than 5%
    Gayl A. Tjornehoj Vice President & Secretary July, 1992 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees