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Mark Jeffrey Schwartz

ESTATE & TRUST ADVISORS, INC.·NORTHBROOK, Illinois
Unclaimed Profile
707 SKOKIE BLVD, NORTHBROOK, IL 60062CRD# 4384828Firm CRD# 123802
01

About

Mark Jeffrey Schwartz is a registered financial advisor based in NORTHBROOK, Illinois, affiliated with ESTATE & TRUST ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ESTATE & TRUST ADVISORS, INC.
ESTATE & TRUST ADVISORS
AUM
$216M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at ESTATE & TRUST ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4384828
Firm CRD# 123802
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mark Jeffrey Schwartz offer?
Mark Jeffrey Schwartz specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in NORTHBROOK, Illinois for a consultation.
What are Mark Jeffrey Schwartz's credentials?
Mark Jeffrey Schwartz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Jeffrey Schwartz located?
Mark Jeffrey Schwartz is based in NORTHBROOK, Illinois, working with ESTATE & TRUST ADVISORS, INC.. Their office serves clients in the NORTHBROOK metropolitan area and surrounding communities.
How does Mark Jeffrey Schwartz charge for services?
Mark Jeffrey Schwartz's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ESTATE & TRUST ADVISORS, INC.?
ESTATE & TRUST ADVISORS, INC. has approximately 5 employees and manages $216M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in NORTHBROOK
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Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)EVANSTON (103)DOWNERS GROVE (83)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideEVANSTON GuideDOWNERS GROVE Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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