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Trustee Empowerment & Protection, Inc.

● SEC registered since 2002CRD 108249SEC# 801-60944Troy, MI
Export (members)
Reg. AUM
$10.3M
Employees
4
Accounts
2
Location
Troy, MI

About Trustee Empowerment & Protection

Trustee Empowerment & Protection helps retirement-plan trustees, auditors, and attorneys evaluate investment choices. Its tools are intended to improve confidence in selecting and monitoring options for plan participants.
Summary based on the firm’s website.

Trustee Empowerment & Protection, Inc. assets under management

Trustee Empowerment & Protection, Inc. is an investment advisory firm registered with the SEC based in Troy, MI. The firm has been registered since 2002. It reports $10.3 million in regulatory assets under management and employs 4 people.

Trustee Empowerment & Protection, Inc. owners & executives

4 reported
NameTitleOwnershipSince
Cssc Services and Solutions, Inc. ControlOwnerOver 75%2015
Eric Steven Smith ControlPresident & CcoUnder 5%2006
Consulting Services Support Corporation ControlHolding CompanyOver 75%2015
Eric Steven Smith ControlMajority Shareholder & Director & Ceo Of Cssc50-75%1998

Frequently asked questions

How much does Trustee Empowerment & Protection, Inc. manage?

Trustee Empowerment & Protection, Inc. reports $10.3 million in regulatory assets under management on its Form ADV.

How many employees does Trustee Empowerment & Protection, Inc. have?

Trustee Empowerment & Protection, Inc. reports 4 employees.

Where is Trustee Empowerment & Protection, Inc. located?

Trustee Empowerment & Protection, Inc. is based in Troy, MI and has been SEC-registered since 2002.

Does Trustee Empowerment & Protection, Inc. disclose fund performance?

Trustee Empowerment & Protection, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address755 West Big Beaver Road, Suite 101, Troy, MI 48084-4904
Phone248-797-0500
Office hours9:00 a.m.-5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyYes

Regulatory AUM

$10.3M▲ 21%
Mar '25 — $8.5MApr '25 — $8.5MMay '25 — $8.5MJun '25 — $8.5MJul '25 — $8.5MAug '25 — $8.5MSep '25 — $8.5MOct '25 — $8.5MNov '25 — $8.5MDec '25 — $8.5MJan '26 — $8.5MFeb '26 — $8.5MMar '26 — $10.3MApr '26 — $10.3MMay '26 — $10.3MJun '26 — $10.3MJul '26 — $10.3MAug '26 — $10.3MSep '26 — $10.3MOct '26 — $10.3M
Mar '25Form ADV, monthlyOct '26

How this firm compares

Regulatory AUMTop 98%
Larger than 2% of 16,389 advisers
EmployeesTop 69%
More than 31% of 16,799 advisers

Assets under management

$10.3Mregulatory AUM
Discretionary $0Non-discretionary $10.3M