Estate & Trust Advisors
Estate & Trust Advisors (CRD# 123802) is a financial advisory firm headquartered in Northbrook, IL. They manage $108,000,000 in 260 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management108MILLION
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Total Number of Accounts260ACCOUNTS
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Average Account Value$415,385
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

IL
Mark Schwartz (CRD# 4384828) is an Investment Advisor Representative working at Estate & Trust Advisors in Northfield, IL and has over 17 years of experience in the finance industry.
David Madison (CRD# 6300544) is an Investment Advisor Representative working at Estate & Trust Advisors in Northfield, IL and has over 4 years of experience in the finance industry.
Jordan Jacobs (CRD# 4868606) is an Investment Advisor Representative working at Estate & Trust Advisors in Northfield, IL and has over 13 years of experience in the finance industry.