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THE ESTATE PLANNING TEAM, INC.
CRD 170414
16600 SPRAGUE ROAD, SUITE 285, MIDDLEBURG HEIGHTS, OH, 44130, United States
Phone
440-239-2090
Fax
440-239-2098
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
2 total employees; 1 advisory reps; 48 broker-dealer reps
Clients
1-10
Fees
Hourly charges; Fixed fees; SOLICITOR FEES
Org form
Corporation
Filing date
2025-11-11
Disciplinary history
No
Services
Financial planningSOLICITOR FOR OTHER ADVISERS
All web addresses on file
Official SEC filing: View on IAPD