Estate & Trust Advisors

Estate & Trust Advisors (CRD# 123802) is a financial advisory firm headquartered in Northbrook, IL. They manage $100,000,000 in 160 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    100
    MILLION
  • Total Number of Accounts
    160
    ACCOUNTS
  • Average Account Value
    $625,000
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 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 16 years of experience in the finance industry.

2
David J. Madison
CRD#: 6300544
570 Frontage Road, Northfield, IL 60093
89
Wealthminder
score

David Madison (CRD# 6300544) is an Investment Advisor Representative working at Estate & Trust Advisors in Northfield, IL and has over 2 years of experience in the finance industry.

3
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 12 years of experience in the finance industry.

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