ESTATE & TRUST ADVISORS, INC. of RIVERWOODS, IL is an SEC-registered investment adviser (CRD 123802). Regulatory assets under management: $256.5M.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Mark Jeffrey Schwartz | PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| David Joseph Madison | VICE PRESIDENT | — |
| Jordan M Jacobs | SENIOR VICE PRESIDENT | — |
| SCHWARTZ MARK JEFFREY | PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| JACOBS ALAN M | SENIOR VICE PRESIDENT | — |
| MADISON MICHAEL JOSEPH | VICE PRESIDENT | — |