Estate & Trust Advisors

CRD 123802 · Riverwoods, IL · $256.5M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 123802
SEC number: 801-67028
Firm type: RIA
Assets under management: $256.5M as of Mar 16, 2026
Website: www.etaadvisor.com ↗
Phone: 847-441-4600
Address: 2610 Lake Cook Road, Riverwoods, IL, 60015

Advisors at this firm

4 in our index · page 1 of 1

Jordan M JacobsCRD 4868606 · Riverwoods, IL

IA Registered

Disclosure event(s) on record
David Joseph MadisonCRD 6300544 · Riverwoods, IL

IA Registered
Mark Jeffrey SchwartzCRD 4384828 · Riverwoods, IL

IA Registered
Yunfan YeCRD 8149675 · Riverwoods, IL

IA Registered

Source & corrections

Where this page comes from

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