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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BALYASNY ASSET MANAGEMENT L.P. 444 W. Lake Street, 50th Floor Chicago, IL, 60606	$248,044,764,038	37	1857
NUVEEN ASSET MANAGEMENT, LLC 333 West Wacker Drive Chicago, IL, 60606	$239,614,971,441	59703	397

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