Unclaimed Profile

Marlo Jay Kauffman

EVERENCE CAPITAL MANAGEMENT, INC.·GOSHEN, Indiana

SIE, Series 6, Series 7, Series 24, Series 26, Series 51, Series 63, Series 65Clean record23 years registeredEVERENCE CAPITAL MANAGEMENT, INC.

1110 N MAIN ST, GOSHEN, IN 46528CRD# 2432286Firm CRD# 105675

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Marlo Jay Kauffman · GOSHEN, IN

Registration

CRD #2432286 · EVERENCE CAPITAL MANAGEMENT, INC. · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: EVERENCE CAPITAL MANAGEMENT, INC.

CONCOURSE FINANCIAL GROUP ADVISORS

Feb 2003 – Jul 2022

GOSHEN, IN

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 26

Series 51

Series 63

Series 65

Registration record

First registered · February 12, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EVERENCE CAPITAL MANAGEMENT, INC.

CRD 105675 · SEC 801-36323

AUM

$2.5B

Regulatory assets under management

Employees

8 client accounts

Services offered by EVERENCE CAPITAL MANAGEMENT, INC.

Per Form ADV

Portfolio management (pooled investments)

Other

Client types served by the firm

Per Form ADV

Institutional Investors

View all advisors at EVERENCE CAPITAL MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Marlo Jay Kauffman offer?

Marlo Jay Kauffman specializes in Investment Management, Fee-Only Advisory.

What are Marlo Jay Kauffman's credentials?

Marlo Jay Kauffman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Marlo Jay Kauffman located?

Marlo Jay Kauffman is based in GOSHEN, Indiana, last registered with EVERENCE CAPITAL MANAGEMENT, INC..

How does Marlo Jay Kauffman charge for services?

Marlo Jay Kauffman's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EVERENCE CAPITAL MANAGEMENT, INC.?

EVERENCE CAPITAL MANAGEMENT, INC. has approximately 11 employees and manages $2.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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