Be advised. This firm is no longer registered.

Everence Trust Company

Everence Trust Company (CRD# 113179) is a financial advisory firm headquartered in Goshen, IN. They manage $1,651,423,000 in 4,247 accounts and serve the financial needs of clients across 28 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,651
    MILLION
  • Total Number of Accounts
    4,247
    ACCOUNTS
  • Average Account Value
    $388,845
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, DC, DE, FL, GA, IA, IL, IN, KS, KY, MA, MD, MI, MO, NC, NJ, NM, NY, OH, OK, OR, PA, VA, WA, WI

Financial Advisors at Everence Trust Company
No Advisor Found.
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