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EVERENCE TRUST COMPANY
GOSHEN, IN
574-533-9511
SEC #801-60293Total AUM
$1.7B
Employees
80Clients
4,247Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1110 NORTH MAIN STREET
GOSHEN
IN 46528
United States
GOSHEN
IN 46528
United States
Operating Hours
9 A.M. TO 5 P.M.
Monday - Friday
Monday - Friday
Phone
574-533-9511
Other Offices
11
Financials
Total AUM
$1.7B
Accounts
4,247Discretionary
$1.7B
Accounts
4,245Non-Discretionary
$278K
Accounts
2
Clients
Individual Clients
3,638AUM
$529.2M
HNW Individual Clients
220AUM
$192.5M
Pension/Profit Sharing Plan Clients
90AUM
$580.3M
Charitable Organization Clients
283AUM
$322.2M
Insurance Company Clients
2AUM
$20.2M
Corporation or Business Clients
14AUM
$7.1M
Services
Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPooled Vehicle Portfolio Management
Other Services
ADMINISTRATIVE SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
ADMINISTRATIVE FEES
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.