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Craig L Lukin

Heritage Investors Management Corp.

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About Craig L Lukin

Craig L. Lukin is a financial advisor associated with Heritage Investors Management Corp. Craig has been in the financial services industry since January 2003. Craig is a Chartered Financial Analyst. Craig’s expertise is in portfolio management for businesses and individuals. Craig’s firm provides financial planning, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Craig is registered as an Investment Advisor Representative in Maryland.

Firm Information

Craig Lukin is currently registered with Heritage Investors Management Corp.. Heritage Investors Management Corp. is an investment advisor located in Bethesda, Maryland. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. They manage approximately $3.66 billion in assets for individuals, corporations, charities, and pension plans. They have 8 investment advisor representatives and 7 investment advisory functions.
Heritage Investors Management Corp.

7101 WISCONSIN AVENUE

BETHESDA, MD 20814-4878

$3.66B

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Craig Lukin’s Registration & Firm History

MD

01/21/2025 - Present

Heritage Investors Management Corp. (BETHESDA MD)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Craig L Lukin.
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