Everence Trust Company Review

Trust Score 94%
Trust Score info_outline

Everence Trust Company, federally registered in 2001, is a Registered Investment Advisor (RIA) in 28 state(s) with a licensed staff of 59 advisors. Everence Trust Company manages $1.7 billion and provides investment advisory services for 4,647 clients (1:79 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $50,000
Avg Account Balance $355,374
Hybrid Advisor No
Disciplinary History No
Total AUM $1.7 billion
Advisor / Client Ratio 1:79
Headquarters Goshen, IN
SEC Filings Forms and Brochures
State(s) Registered AL, AZ, CA, CO, DE, DC, FL, GA, IL, IN, IA, KS, KY, MD, MA, MI, MO, NJ, NM, NY, NC, OH, OK, OR, PA, VA, WA, WI

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