Overview
Assets Under Management: $216 million
Headquarters: NORTHBROOK, IL
High-Net-Worth Clients: 24
Average Client Assets: $7 million
Frequently Asked Questions
ESTATE & TRUST ADVISORS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #123802), ESTATE & TRUST ADVISORS, INC. is subject to fiduciary duty under federal law.
ESTATE & TRUST ADVISORS, INC. is headquartered in NORTHBROOK, IL.
ESTATE & TRUST ADVISORS, INC. serves 24 high-net-worth clients according to their SEC filing dated March 21, 2024. View client details ↓
According to their SEC Form ADV, ESTATE & TRUST ADVISORS, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
ESTATE & TRUST ADVISORS, INC. manages $216 million in client assets according to their SEC filing dated March 21, 2024.
According to their SEC Form ADV, ESTATE & TRUST ADVISORS, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 24
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.85
Average High-Net-Worth Client Assets: $7 million
Total Client Accounts: 541
Discretionary Accounts: 525
Non-Discretionary Accounts: 16
Regulatory Filings
CRD Number: 123802
Last Filing Date: 2024-03-21 00:00:00
Website: https://etaadvisor.com