SEC Form ADV

ESTATE & TRUST ADVISORS

Registered Investment AdviserIL
$256.5M
Assets Under Management
720
Total Clients
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Registration Details

Accession
CRD-123802
Location
RIVERWOODS, IL
Filing Date
March 16, 2026
AUM
$256.5M
Total Clients
720
Amendment
No

About this Adviser

ESTATE & TRUST ADVISORS is a registered investment adviser headquartered in RIVERWOODS, IL, managing approximately $256.5M in assets across 720 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.