ESTATE & TRUST ADVISORS, INC.

ESTATE & TRUST ADVISORS

NORTHBROOK, Illinois·3 registered advisors·CRD# 123802

SEC# 801-670280847-441-4600

01

Firm Overview

AUM

$216M

Regulatory assets under management

Employees

5

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Compensation

Percentage of AUM

03

Specialties

Financial Planning Investment Management Wealth Management Fee-Only Advisory

04

Advisors at ESTATE & TRUST ADVISORS, INC.

3 registered advisors

David Joseph Madison

NORTHBROOK, Illinois

Jordan M Jacobs

NORTHBROOK, Illinois

Mark Jeffrey Schwartz

NORTHBROOK, Illinois

05

Office Locations

NORTHBROOK, Illinois

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Data sourced from SEC Form ADV filings. ESTATE & TRUST ADVISORS, INC. (CRD# 123802) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.