Overview
Assets Under Management: $1.7 billion
Headquarters: GOSHEN, IN
High-Net-Worth Clients: 242
Average Client Assets: $0.9 million
Frequently Asked Questions
EVERENCE TRUST COMPANY is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #113179), EVERENCE TRUST COMPANY is subject to fiduciary duty under federal law.
EVERENCE TRUST COMPANY is headquartered in GOSHEN, IN.
EVERENCE TRUST COMPANY serves 242 high-net-worth clients according to their SEC filing dated April 24, 2018. View client details ↓
According to their SEC Form ADV, EVERENCE TRUST COMPANY offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and educational seminars and workshops. View all service details ↓
EVERENCE TRUST COMPANY manages $1.7 billion in client assets according to their SEC filing dated April 24, 2018.
According to their SEC Form ADV, EVERENCE TRUST COMPANY serves high-net-worth individuals, pooled investment vehicles, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 242
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 13.57%
Average Client Assets: $0.9 million
Total Client Accounts: 3,871
Discretionary Accounts: 3,868
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 113179
Filing ID: 1212188
Last Filing Date: 2018-04-24 14:07:00