ESTATE & TRUST ADVISORS, INC.
Legal name: ESTATE & TRUST ADVISORS
CRD #123802 SEC #801-67028 NORTHBROOK, IL 847-441-4600
SEC Registered
Total AUM
$222.1M
Discretionary
$222.1M
Employees
5
Clients
26
Accounts
312
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $222.1M | $222.1M | $0 | 5 | 0 |
| Mar 2024 | $216.3M | $190.2M | $26.2M | 5 | 0 |
| Mar 2023 | $205.8M | $162.4M | $43.3M | 5 | 0 |
| Mar 2022 | $198.9M | $174.3M | $24.6M | 5 | 10 |
| Mar 2021 | $169.7M | $169.7M | $0 | 5 | 0 |
| Oct 2020 | $158.6M | $135.3M | $23.3M | 4 | 0 |
| Mar 2020 | $158.6M | $135.3M | $23.3M | 4 | 0 |
| Mar 2019 | $147.7M | $122.6M | $25.1M | 4 | 0 |
| Mar 2018 | $115M | $115M | $0 | 3 | 0 |
| Mar 2017 | $108M | $95M | $13M | 4 | 26 |
| Mar 2016 | $100M | $80M | $20M | 4 | 26 |
| Mar 2015 | $95M | $85M | $10M | 4 | 26 |
| Mar 2014 | $93M | $80M | $13M | 4 | 26 |
| Mar 2013 | $91M | $80M | $11M | 2 | 26 |
| Jun 2012 | $91.6M | $65.1M | $26.5M | 1 | 26 |
| Mar 2012 | $55M | $50M | $5M | 1 | 26 |
| Mar 2011 | $50M | $45M | $5M | 5 | -- |
| Mar 2009 | $40M | $40M | $0 | 5 | -- |
| Jan 2008 | $40M | $40M | $0 | 5 | -- |
| Jan 2007 | $40M | $40M | $0 | 5 | -- |
DateMar 2025
Total AUM$222.1M
Discretionary$222.1M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$216.3M
Discretionary$190.2M
Non-Disc.$26.2M
Employees5
Clients0
DateMar 2023
Total AUM$205.8M
Discretionary$162.4M
Non-Disc.$43.3M
Employees5
Clients0
DateMar 2022
Total AUM$198.9M
Discretionary$174.3M
Non-Disc.$24.6M
Employees5
Clients10
DateMar 2021
Total AUM$169.7M
Discretionary$169.7M
Non-Disc.$0
Employees5
Clients0
DateOct 2020
Total AUM$158.6M
Discretionary$135.3M
Non-Disc.$23.3M
Employees4
Clients0
DateMar 2020
Total AUM$158.6M
Discretionary$135.3M
Non-Disc.$23.3M
Employees4
Clients0
DateMar 2019
Total AUM$147.7M
Discretionary$122.6M
Non-Disc.$25.1M
Employees4
Clients0
DateMar 2018
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees3
Clients0
DateMar 2017
Total AUM$108M
Discretionary$95M
Non-Disc.$13M
Employees4
Clients26
DateMar 2016
Total AUM$100M
Discretionary$80M
Non-Disc.$20M
Employees4
Clients26
DateMar 2015
Total AUM$95M
Discretionary$85M
Non-Disc.$10M
Employees4
Clients26
DateMar 2014
Total AUM$93M
Discretionary$80M
Non-Disc.$13M
Employees4
Clients26
DateMar 2013
Total AUM$91M
Discretionary$80M
Non-Disc.$11M
Employees2
Clients26
DateJun 2012
Total AUM$91.6M
Discretionary$65.1M
Non-Disc.$26.5M
Employees1
Clients26
DateMar 2012
Total AUM$55M
Discretionary$50M
Non-Disc.$5M
Employees1
Clients26
DateMar 2011
Total AUM$50M
Discretionary$45M
Non-Disc.$5M
Employees5
Clients--
DateMar 2009
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees5
Clients--