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ESTATE & TRUST ADVISORS
ESTATE & TRUST ADVISORS, INC.
CRD 123802 · SEC 801-67028
2610 LAKE COOK ROAD, SUITE 190, RIVERWOODS, IL, 60015, United States
Phone
847-441-4600
Fax
847-441-4605
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$256.5M
Discretionary AUM
$255.2M
Team
6 total employees; 4 advisory reps
Clients
26-50
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 140 | $115.0M |
| High net worth individuals | 35 | $141.5M |
States served
IL
All web addresses on file
Official SEC filing: View on IAPD