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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Illinois
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 11, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| JACOBS, JORDAN, M | I | SENIOR VICE PRESIDENT | NA | Control |
| MADISON, DAVID, JOSEPH | I | VICE PRESIDENT | NA | Control |
| SCHWARTZ, MARK, JEFFREY | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| SCHWARTZ, MARK, JEFFREY | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| SCHWARTZ, MARK, JEFFREY | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| SCHWARTZ, MARK, JEFFREY | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| SCHWARTZ, MARK, JEFFREY | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| SCHWARTZ, MARK, JEFFREY | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| SCHWARTZ, MARK, JEFFREY | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| SCHWARTZ, MARK, JEFFREY | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| SCHWARTZ, MARK, JEFFREY | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| SCHWARTZ, MARK, JEFFREY | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| SCHWARTZ, MARK, JEFFREY | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| SCHWARTZ, MARK, JEFFREY | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| SCHWARTZ, MARK, JEFFREY | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| JACOBS, JORDAN, M | I | SENIOR VICE PRESIDENT | C | Control |
| JACOBS, JORDAN, M | I | SENIOR VICE PRESIDENT | C | Control |
| JACOBS, JORDAN, M | I | SENIOR VICE PRESIDENT | C | Control |
| JACOBS, JORDAN, M | I | SENIOR VICE PRESIDENT | C | Control |
| JACOBS, JORDAN, M | I | SENIOR VICE PRESIDENT | C | Control |
| JACOBS, JORDAN, M | I | SENIOR VICE PRESIDENT | C | Control |
| JACOBS, JORDAN, M | I | SENIOR VICE PRESIDENT | C | Control |
| SCHWARTZ, MARK, JEFFREY | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | C | Control |
| SCHWARTZ, MARK, JEFFREY | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | C | Control |
| SCHWARTZ, MARK, JEFFREY | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | C | Control |
| SCHWARTZ, MARK, JEFFREY | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | C | Control |
| SCHWARTZ, MARK, JEFFREY | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | C | Control |
| SCHWARTZ, MARK, JEFFREY | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | C | Control |
| SCHWARTZ, MARK, JEFFREY | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | C | Control |
| MADISON, DAVID, JOSEPH | I | VICE PRESIDENT | B | Control |
| MADISON, DAVID, JOSEPH | I | VICE PRESIDENT | B | Control |
| MADISON, DAVID, JOSEPH | I | VICE PRESIDENT | B | Control |
| MADISON, DAVID, JOSEPH | I | VICE PRESIDENT | B | Control |
| MADISON, DAVID, JOSEPH | I | VICE PRESIDENT | B | Control |
| MADISON, DAVID, JOSEPH | I | VICE PRESIDENT | B | Control |
| MADISON, DAVID, JOSEPH | I | VICE PRESIDENT | B | Control |
Registrations
Federal
IA
Mar 11, 2025 REGISTERED
Notice Filings (1)
IL
Address
707 SKOKIE BLVDSUITE 300
NORTHBROOK, IL 60062
United States
Phone: 847-441-4600