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Building 2ESTATE & TRUST ADVISORS

Map pinRIVERWOODS, IL
Phone847-441-4600
NotebookSEC #801-67028
Total AUM
$256.5M
Employees
6
Clients
175

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2610 LAKE COOK ROAD
SUITE 190
RIVERWOODS
IL 60015
United States
Operating Hours
8:30 A.M.-5:00 P.M.
Monday - Friday
Phone
847-441-4600

ReceiptFinancials

Total AUM
$256.5M
Accounts
720
Discretionary
$255.2M
Accounts
715
Non-Discretionary
$1.3M
Accounts
5

ContactClients

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Individual Clients
140
AUM
$115M
HNW Individual Clients
35
AUM
$141.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
IL

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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