ESTATE & TRUST ADVISORS, INC.
Doing business as ESTATE & TRUST ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$256,470,000
Discretionary
$255,209,450
Non-discretionary
$1,260,550
Firm details
- CRD number
- 123802
- SEC file number
- 801-67028
- Main office
- RIVERWOODS, IL, United States
- Employees
- 6
- SEC status
- Approved
- Website
- HTTP://WWW.ETAADVISOR.COM
- Fee structure
-
Percentage of AUM
As of November 2026.