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).
Current Firm Details
By the Numbers
-
Total Assets Under Management1,651MILLION
-
Total Number of Accounts4,247ACCOUNTS
-
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
Registered Investment Advisor
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.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.