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EVERENCE CAPITAL MANAGEMENT, INC.

1110 N Main St
Goshen, Indiana 46528
Tel: 574-533-9511

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About EVERENCE CAPITAL MANAGEMENT, INC.

EVERENCE CAPITAL MANAGEMENT, INC, formally registered with the SEC as EVERENCE CAPITAL MANAGEMENT, INC. The firm was established in 04/02/1990. They have over 1 offices throughout the country.

EVERENCE CAPITAL MANAGEMENT, INC. is a Goshen, Indiana based Financial Planning firm with nearly $2,454,782,653 assets under management, offering retirement planning & investment advisory services to 8 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#105675
SEC#801-36323
Assets Managed by Firm$2,454,782,653
No. of Clients8
No. of Advisors11

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for investment companies
  • Other (DEVELOP FOLIO PORTFOLIO LISTS FOR OTHER INVESTMENT ADVISORS)

Firm Client Information

No. of ClientsAUM
Firm Total8$2,454,782,653

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