DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Home > Financial Advisors > illinois > northbrook
ESTATE & TRUST ADVISORS
Tel: 847-441-4600
707 Skokie Blvd Suite 300
Northbrook, Illinois 60062
ESTATE & TRUST ADVISORS
ESTATE & TRUST ADVISORS is a Northbrook, Illinois based financial advisory firm with nearly $216,339,173 in assets under management and provides investment advisory services for 541 clients. There are currently 5 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors
Fee Structure:
A percentage of AUM
Firm CRD#:
123802
SEC#:
801-67028
No. of Clients:
541
Assets under Management
$216,339,173
No. of Advisors:
5
More Financial Advisory Firms in Northbrook, Illinois
| Financial Advisory Firm | Firm CRD# | No. of Advisors |
|---|---|---|
| NORTHERN TRUST INVESTMENTS, INCORPORATED | 105780 | 674 |
| INVESCO CAPITAL MANAGEMENT LLC | 125601 | 220 |
| ENVESTNET PMC | 111694 | 415 |
| BALYASNY ASSET MANAGEMENT L.P. | 138111 | 1857 |
| NUVEEN ASSET MANAGEMENT, LLC | 155584 | 397 |
| LGIM AMERICA | 149156 | 286 |
More Firms in Northbrook, Illinois >>