TRUSTEE EMPOWERMENT & PROTECTION, INC.
Firm details
- Headquarters
- TROY, Michigan
- CRD number
- 108249
- Registered since
- February 21, 2002
- Website
- tepi.tech
- Custodians
- AMALGAMATED INVESTMENT MANAGEMENT
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- Charitable Organizations100%
- Services
- Pension Consulting
Firm profile
FINTRXOverview
Trustee Empowerment & Protection, Inc. is a small, SEC‑registered corporate adviser that focuses on serving individual and family clients. The firm’s filings show a clear tilt toward private fund allocations, and it operates primarily on a non‑discretionary basis—meaning it typically provides advice and consulting while clients retain final authority over trades and asset movement. Advisory activity includes pension consulting services, and the firm lists relationships or affiliations across other investment advisers, law firms, and insurance companies, which suggests it acts as part of a broader advisory or fiduciary network when servicing client needs. Fee arrangements are flexible: the firm reports percentage‑of‑AUM billing alongside hourly and fixed‑fee engagements, as well as other fee types. Trustee Empowerment & Protection, Inc. is not flagged as an active ESG investor and reports a long SEC registration history (registered in 2002).
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds90%
- Cash & Cash Equivalents10%
Owners & executives
1 of 1ERIC SMITH
Chairman & CEOCRD 2894648
Contacts
3 of 3THOMAS SCOTTO
Investment AdvisorCRD 5440556
JACK FINDLEY
Investment Adviser RepresentativeCRD 6565081
GAVIN CLARKSON
Registered RepresentativeCRD 4630336
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
TROY, MI
OAKLAND
Location
TROY, MI
Headquartered in TROY, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- OAKLAND
- Address
- 755 W Big Beaver Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
MAXWELL INVESTMENT ADVISORY SERVICES
RIATROY, MI
EPI FINANCIAL GROUP
RIATROY, MI
SAVINGS COACH, LLC
RIATROY, MI
GRIFFON INVESTMENT ADVISORS INCORPORATED
RIATROY, MI
STALT FINANCIAL, LLC
RIATROY, MI
GK PRIVATE WEALTH PARTNERS LLC
RIATROY, MI