Estate & Trust Advisors

Estate & Trust Advisors (CRD# 123802) is a financial advisory firm headquartered in Northbrook, IL. They manage $216,339,173 in 541 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
707 Skokie Blvd, Suite 300, Northbrook, IL 60062
http://www.etaadvisor.com
By the Numbers
  • Total Assets Under Management
    216
    MILLION
  • Total Number of Accounts
    541
    ACCOUNTS
  • Average Account Value
    $399,888
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Estate & Trust Advisors
Showing 1 - 4 of 4 top financial advisors.
1
Jordan Jacobs, financial advisor Northbrook IL
Jordan M. Jacobs
CRD#: 4868606
707 Skokie Blvd, Suite 300, Northbrook, IL 60062

Jordan Jacobs (CRD# 4868606) is an Investment Advisor Representative working at Estate & Trust Advisors in Northbrook, IL and has over 19 years of experience in the finance industry.

2
David Madison, financial advisor Northfield IL
David J. Madison
CRD#: 6300544
570 Frontage Road, Northfield, IL 60093

David Madison (CRD# 6300544) is an Investment Advisor Representative working at Estate & Trust Advisors in Northfield, IL and has over 10 years of experience in the finance industry.

3
Mark Schwartz, financial advisor Northfield IL
Mark J. Schwartz
CRD#: 4384828
Two Northfield Plaza, Suite 250, Northfield, IL 60093

Mark Schwartz (CRD# 4384828) is an Investment Advisor Representative working at Estate & Trust Advisors in Northfield, IL and has over 23 years of experience in the finance industry.

4
Jessica Johnson, financial advisor Northbrook IL
Jessica E. Johnson
CRD#: 6886102
707 Skokie Blvd, Suite 300, Northbrook, IL 60062

Jessica Johnson (CRD# 6886102) is an Investment Advisor Representative working at Estate & Trust Advisors in Northbrook, IL and has over 5 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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