Investment adviser · CRD 108249
TRUSTEE EMPOWERMENT & PROTECTION, INC.
Investment adviser filing (IA)
TROY, MI, United States · Form ADV filed Aug 12, 2026
- Regulatory AUM
- $10.3M Form ADV · Item 5.F
- Client accounts
- 2 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Charities | Fewer than 5 | $10,287,170 | 100.0% |
| Individuals | Fewer than 5 | $0 | 0.0% |
Filing source
Form ADV 2125700 · Aug 12, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 12, 2026. View historical filings
Reported services
Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
755 WEST BIG BEAVER ROAD, SUITE 101TROY, MI, 48084-4904, United States
CRD 108249
Filing source
Form ADV 2125700 · Aug 12, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.