Unclaimed Profile

Sidney Alan Richard

EVERENCE CAPITAL MANAGEMENT, INC.·GOSHEN, Indiana

Clean recordEVERENCE CAPITAL MANAGEMENT, INC.

1110 N MAIN ST, GOSHEN, IN 46528CRD# 4329740Firm CRD# 105675

Profile Verification

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

Identity

Sidney Alan Richard · GOSHEN, IN

Registration

CRD #4329740 · EVERENCE CAPITAL MANAGEMENT, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Sidney Alan Richard is a registered financial advisor based in GOSHEN, Indiana, affiliated with EVERENCE CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Institutional Investors

Introduction

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Firm Overview

Firm

EVERENCE CAPITAL MANAGEMENT, INC.

AUM

$2.5B

Regulatory assets under management

Employees

Total firm employees

View all advisors at EVERENCE CAPITAL MANAGEMENT, INC. →

Services

Portfolio management (pooled investments)

Other

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 4329740

Firm CRD# 105675

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Frequently Asked Questions

What services does Sidney Alan Richard offer?

Sidney Alan Richard specializes in Investment Management, Fee-Only Advisory. Contact their office in GOSHEN, Indiana for a consultation.

What are Sidney Alan Richard's credentials?

Sidney Alan Richard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sidney Alan Richard located?

Sidney Alan Richard is based in GOSHEN, Indiana, working with EVERENCE CAPITAL MANAGEMENT, INC.. Their office serves clients in the GOSHEN metropolitan area and surrounding communities.

How does Sidney Alan Richard charge for services?

Sidney Alan Richard'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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