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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 June 12, 2019
    • $2.3B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 1K
      Accounts
    • $1.9M
      Estimated Average Account Balance

Services

Firm Services

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

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

7

name start date
Michael Stewart Cornfeld
October 1990
Kenneth James Long
January 1996
Jean Marie Kennedy
November 2000
Andrew M Schenker
January 2017
Derek Robert Stone
October 1990

    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 Trustee Of Sarah Cornfeld 2012 Trust, Jennifer Schenker 2012 Trust, Melissa Lynn Cornfeld 2012 Trust December, 2012 less than 5%
    Janet Lynn Cornfeld Trustee Of Cornfeld Family 2012 Trust December, 2012 less than 5%
    Andrew Marc Schenker Director Of Research November, 2016 less than 5%
    Gayl Alice Tjornehoj Vice President & Secretary July, 1992 less than 5%
    Michael Demayo Vice President January, 2012 less than 5%
    Jean Marie Kennedy Vice President July, 2007 less than 5%
    Kenneth James Long Vice President December, 2002 less than 5%
    Derek Robert Stone Vice President July, 1992 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees