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 corporate SEC-registered advisory firm that serves individual and family clients. The firm charges a mix of fee arrangements, including percentage-of-AUM fees, hourly billing, fixed fees and other fee structures. Its regulatory filings list pension consulting services among its advisory activities, and it reports industry affiliations with other investment advisers, law firms and insurance companies. The firm does not identify as an active ESG investor.
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 1
Eric 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
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