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Estate & Trust Advisors, Inc.

● SEC registered since 2006CRD 123802SEC# 801-67028Northbrook, IL
Export (members)
Reg. AUM
$222.1M
Employees
5
Accounts
312
Location
Northbrook, IL

Estate & Trust Advisors, Inc. assets under management

Estate & Trust Advisors, Inc. operates as an SEC-registered investment adviser based in Northbrook, IL. The firm has been registered since 2006. It reports $222.1 million in regulatory assets under management and employs 5 people.
www.etaadvisor.comView on SEC.gov ↗

Estate & Trust Advisors, Inc. owners & executives

3 reported
NameTitleOwnershipSince
David Joseph Madison ControlVice President10-25%2018
Jordan M Jacobs ControlSenior Vice President25-50%2018
Mark Jeffrey Schwartz ControlPresident & Chief Compliance Officer25-50%1997

Frequently asked questions

How much does Estate & Trust Advisors, Inc. manage?

Estate & Trust Advisors, Inc. reports $222.1 million in regulatory assets under management on its Form ADV.

How many employees does Estate & Trust Advisors, Inc. have?

Estate & Trust Advisors, Inc. reports 5 employees.

Where is Estate & Trust Advisors, Inc. located?

Estate & Trust Advisors, Inc. is based in Northbrook, IL and has been SEC-registered since 2006.

Does Estate & Trust Advisors, Inc. disclose fund performance?

Estate & Trust Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address707 Skokie Blvd, Suite 300, Northbrook, IL 60062
Phone847-441-4600
Fax847-441-4605
Office hours8:30 a.m.-5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$222.1M
Non-discretionary$0
Total (RAUM)$222.1M