EVERENCE TRUST COMPANY

GOSHEN, Indiana·3 registered advisors·CRD# 113179
SEC# 801-6029311574-533-9511
01

Firm Overview

AUM
$1.7B
Regulatory assets under management
Employees
80
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: ADMINISTRATIVE FEES
03

Specialties

Financial PlanningInvestment ManagementRetirement PlanningWealth Management
04

Advisors at EVERENCE TRUST COMPANY

3 registered advisors
Aaron John Kindig
GOSHEN, Indiana
Arlan Ray Yoder
GOSHEN, Indiana
William S Hartman
GOSHEN, Indiana
05

Office Locations

GOSHEN, Indiana
3 advisors

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Data sourced from SEC Form ADV filings. EVERENCE TRUST COMPANY (CRD# 113179) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.