|
⚲
|
| Estate & Trust Advisors Inc
✚
|
|
|---|---|
| CRD # | 123802 |
| SEC # | 801-67028 |
| CIK # | |
| AUM | $205.8 MM (2023-03-22) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 847-441-4600 |
| Address | 707 Skokie Blvd Northbrook, IL 60062 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 73 | 45.7 |
| (b) Individuals (high net worth individuals) | 68 | 116.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 15 | 43.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 652 | 205.8 |
| By Discretionary | ||
| Discretionary | 496 | 162.4 |
| Non-Discretionary | 156 | 43.3 |
| Total | 652 | 205.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 205.8 | |
| Total | 652 | 205.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
ACAS LLC
✚
|
CA | 0.2 |
|
The Menard Financial Group LLC
✚
|
TX | 0.2 |
|
RP Boggs & Co
✚
|
SC | 0.2 |
|
Dean Financial Services LLC
✚
|
OH | 0.2 |
|
Madison Park Capital Advisors LLC
✚
|
WA | 0.2 |
|
Bouvel Investment Partners LLC
✚
|
PA | 0.2 |
|
PWA Financial
✚
|
PA | 0.2 |
|
Anderson Financial Strategies LLC
✚
|
OH | 0.2 |
|
Epiqwest Culver Wealth Advisors LLC
✚
|
CO | 0.2 |
|
The ETF Store Inc
✚
|
KS | 0.2 |