EVERENCE TRUST COMPANY
CRD #113179 SEC #801-60293 GOSHEN, IN 574-533-9511
SEC Registered
Total AUM
$1.7B
Discretionary
$1.7B
Employees
80
Clients
251
Accounts
4,247
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2019 | $1.7B | $1.7B | $278K | 80 | 400 |
| Mar 2019 | $1.7B | $1.7B | $493K | 80 | 400 |
| Apr 2018 | $1.7B | $1.7B | $493K | 80 | 400 |
| Mar 2018 | $1.7B | $1.7B | $493K | 80 | 400 |
| Aug 2017 | $1.4B | $1.4B | $1.6M | 80 | 1,000 |
| Mar 2017 | $1.4B | $1.4B | $1.6M | 80 | 1,000 |
| Mar 2016 | $1.3B | $1.3B | $819.2K | 77 | 1,000 |
| Mar 2015 | $822.2M | $821.3M | $823.3K | 112 | 1,000 |
| Feb 2015 | $1.2B | $1.2B | $231.3K | 110 | 900 |
| Sep 2014 | $1.2B | $1.2B | $231.3K | 110 | 900 |
| Aug 2014 | $1.2B | $1.2B | $231.3K | 110 | 900 |
| Mar 2014 | $1.2B | $1.2B | $231.3K | 110 | 900 |
| Mar 2013 | $939.5M | $939.3M | $175.7K | 110 | 800 |
| Jul 2012 | $808.4M | $808.3M | $168.8K | 51 | 500 |
| Mar 2012 | $808.4M | $808.3M | $168.8K | 51 | 500 |
| Mar 2011 | $765.1M | $764.6M | $480.4K | 51 | -- |
| Sep 2010 | $647.2M | $645.9M | $1.3M | -- | -- |
| Jul 2010 | $647.2M | $645.9M | $1.3M | -- | -- |
| Jan 2010 | $546M | $544.4M | $1.6M | -- | -- |
| Oct 2009 | $546M | $544.4M | $1.6M | -- | -- |
| Oct 2009 | $546M | $544.4M | $1.6M | -- | -- |
| Apr 2009 | $546M | $544.4M | $1.6M | -- | -- |
| Mar 2009 | $546M | $544.4M | $1.6M | -- | -- |
| Mar 2007 | $623.1M | $620.7M | $2.4M | -- | -- |
| Mar 2006 | $512M | $509.8M | $2.1M | -- | -- |
| Dec 2005 | $433.4M | $432.8M | $595.5K | -- | -- |
| Oct 2005 | $433.4M | $432.8M | $595.5K | -- | -- |
| Oct 2005 | $433.4M | $432.8M | $595.5K | -- | -- |
| Sep 2005 | $433.4M | $432.8M | $595.5K | -- | -- |
| Apr 2004 | $349.5M | $348.3M | $1.2M | -- | -- |
| Mar 2004 | $349.5M | $348.3M | $1.2M | -- | -- |
| Jan 2004 | $83.5M | $81.5M | $2M | 10 | -- |
| Nov 2003 | $83.5M | $81.5M | $2M | 10 | -- |
| Mar 2002 | $75.1M | $75.1M | $0 | 10 | -- |
| Sep 2001 | $67.3M | $67.3M | $0 | 10 | -- |
| May 2001 | $0 | $0 | $0 | 10 | -- |
DateMar 2019
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$278K
Employees80
Clients400
DateMar 2019
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$493K
Employees80
Clients400
DateApr 2018
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$493K
Employees80
Clients400
DateMar 2018
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$493K
Employees80
Clients400
DateAug 2017
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$1.6M
Employees80
Clients1,000
DateMar 2017
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$1.6M
Employees80
Clients1,000
DateMar 2016
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$819.2K
Employees77
Clients1,000
DateMar 2015
Total AUM$822.2M
Discretionary$821.3M
Non-Disc.$823.3K
Employees112
Clients1,000
DateFeb 2015
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$231.3K
Employees110
Clients900
DateSep 2014
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$231.3K
Employees110
Clients900
DateAug 2014
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$231.3K
Employees110
Clients900
DateMar 2014
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$231.3K
Employees110
Clients900
DateMar 2013
Total AUM$939.5M
Discretionary$939.3M
Non-Disc.$175.7K
Employees110
Clients800
DateJul 2012
Total AUM$808.4M
Discretionary$808.3M
Non-Disc.$168.8K
Employees51
Clients500
DateMar 2012
Total AUM$808.4M
Discretionary$808.3M
Non-Disc.$168.8K
Employees51
Clients500
DateMar 2011
Total AUM$765.1M
Discretionary$764.6M
Non-Disc.$480.4K
Employees51
Clients--
DateSep 2010
Total AUM$647.2M
Discretionary$645.9M
Non-Disc.$1.3M
Employees--
Clients--
DateJul 2010
Total AUM$647.2M
Discretionary$645.9M
Non-Disc.$1.3M
Employees--
Clients--
DateJan 2010
Total AUM$546M
Discretionary$544.4M
Non-Disc.$1.6M
Employees--
Clients--
DateOct 2009
Total AUM$546M
Discretionary$544.4M
Non-Disc.$1.6M
Employees--
Clients--
DateOct 2009
Total AUM$546M
Discretionary$544.4M
Non-Disc.$1.6M
Employees--
Clients--
DateApr 2009
Total AUM$546M
Discretionary$544.4M
Non-Disc.$1.6M
Employees--
Clients--
DateMar 2009
Total AUM$546M
Discretionary$544.4M
Non-Disc.$1.6M
Employees--
Clients--
DateMar 2007
Total AUM$623.1M
Discretionary$620.7M
Non-Disc.$2.4M
Employees--
Clients--
DateMar 2006
Total AUM$512M
Discretionary$509.8M
Non-Disc.$2.1M
Employees--
Clients--
DateDec 2005
Total AUM$433.4M
Discretionary$432.8M
Non-Disc.$595.5K
Employees--
Clients--
DateOct 2005
Total AUM$433.4M
Discretionary$432.8M
Non-Disc.$595.5K
Employees--
Clients--
DateOct 2005
Total AUM$433.4M
Discretionary$432.8M
Non-Disc.$595.5K
Employees--
Clients--
DateSep 2005
Total AUM$433.4M
Discretionary$432.8M
Non-Disc.$595.5K
Employees--
Clients--
DateApr 2004
Total AUM$349.5M
Discretionary$348.3M
Non-Disc.$1.2M
Employees--
Clients--
DateMar 2004
Total AUM$349.5M
Discretionary$348.3M
Non-Disc.$1.2M
Employees--
Clients--
DateJan 2004
Total AUM$83.5M
Discretionary$81.5M
Non-Disc.$2M
Employees10
Clients--
DateNov 2003
Total AUM$83.5M
Discretionary$81.5M
Non-Disc.$2M
Employees10
Clients--
DateMar 2002
Total AUM$75.1M
Discretionary$75.1M
Non-Disc.$0
Employees10
Clients--
DateSep 2001
Total AUM$67.3M
Discretionary$67.3M
Non-Disc.$0
Employees10
Clients--
DateMay 2001
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--