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).

Current Firm Details
707 Skokie Blvd, Suite 300, Northbrook, IL 60062
http://www.etaadvisor.com
By the Numbers
  • Total Assets Under Management
    108
    MILLION
  • Total Number of Accounts
    260
    ACCOUNTS
  • Average Account Value
    $415,385
Compensation Options
  • A percentage of assets under your management
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Estate & Trust Advisors
Showing 1 - 3 of 3 top financial advisors.
1
Mark Schwartz, financial advisor Northfield IL
Mark J. Schwartz
CRD#: 4384828
Two Northfield Plaza, Suite 250, Northfield, IL 60093
93
Wealthminder
score

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.

2
David Madison, financial advisor Northfield IL
David J. Madison
CRD#: 6300544
570 Frontage Road, Northfield, IL 60093
90
Wealthminder
score

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.

3
Jordan Jacobs, financial advisor Northfield IL
Jordan M. Jacobs
CRD#: 4868606
Two Northfield Plaza, Suite 250, Northfield, IL 60093
83
Wealthminder
score

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.

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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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