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ESTATE & TRUST ADVISORS
707 Skokie Blvd
Suite 300
Northbrook, Illinois 60062
Tel: 847-441-4600
About ESTATE & TRUST ADVISORS
ESTATE & TRUST ADVISORS, formally registered with the SEC as ESTATE & TRUST ADVISORS. The firm was established in 07/21/2006. They have over 1 offices throughout the country.
ESTATE & TRUST ADVISORS is a Northbrook, Illinois based Financial Planning firm with nearly $216,339,173 assets under management, offering retirement planning & investment advisory services to 541 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 123802 |
| SEC# | 801-67028 |
| Assets Managed by Firm | $216,339,173 |
| No. of Clients | 541 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 541 | $216,339,173 |
| Individuals (other than high net worth individuals) | 71 | $79,871,026 |
| High net worth individuals | 59 | $136,468,147 |
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