Everence Trust Company Review

Trust Score 94%
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Last updated: June 26th, 2019. Data source: SEC filings.

Everence Trust Company, federally registered in 2001, is a Registered Investment Advisor (RIA) in 27 state(s) with a licensed staff of 59 advisors. Everence Trust Company manages $1.7 billion and provides investment advisory services for 4,247 clients (1:72 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $50,000
Average Client Balance $388,844
Hybrid Advisor No
Disciplinary History No
Total AUM $1.7 billion
Advisor / Client Ratio 1:72
Headquarters Goshen, IN
SEC Filings Forms and Brochures    (CRD # 113179)
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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