LP Profile

Estate & Trust Advisors

Also known as estate and trust

Wealth ManagerNorthbrook, United StatesFounded 1997
Northbrook
Headquarters
Investment Focus

About Estate & Trust Advisors

Estate & Trust Advisors is a wealth manager based in Northbrook, US. Founded in 1997.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Estate & Trust Advisors from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$256.5M
Total Clients
720
Filing Date
March 16, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Estate & Trust Advisors across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Estate & Trust Advisors?

Estate & Trust Advisors is a wealth manager based in Northbrook, United States.

Where is Estate & Trust Advisors headquartered?

Estate & Trust Advisors is headquartered in Northbrook, United States.

When was Estate & Trust Advisors founded?

Estate & Trust Advisors was founded in 1997.

How can I contact Estate & Trust Advisors?

Verified contact details, key decision-makers, and investment preferences for Estate & Trust Advisors are available on LPbacked. Create a free account to access them.