LP Profile

Trustee Empowerment & Protection

Also known as trustee empowerment and protection

Wealth ManagerTroy, United StatesFounded 1998
$9M
Assets Under Management
Troy
Headquarters
Investment Focus

About Trustee Empowerment & Protection

Trustee Empowerment & Protection is a firm based in Troy, Michigan, founded in 1998, that provides investment evaluation tools for retirement plan trustees. Its service lets trustees comparatively evaluate the mutual funds and ETFs in a 401(k) or 403(b) plan's investment lineup using quantitative data across 48 factors, such as average annual returns, volatility, focus and expense ratio, with a patented scoring and ranking system. It is positioned as an independent second opinion on advisor recommendations and as a way to reduce fiduciary imprudence risk for trustees.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Trustee Empowerment & Protection from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$10.3M
Total Clients
2
Filing Date
April 9, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

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Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Trustee Empowerment & Protection?

Trustee Empowerment & Protection is a wealth manager based in Troy, United States, managing approximately $9M in assets.

Where is Trustee Empowerment & Protection headquartered?

Trustee Empowerment & Protection is headquartered in Troy, United States.

How much does Trustee Empowerment & Protection manage?

Trustee Empowerment & Protection manages approximately $9M in assets under management.

When was Trustee Empowerment & Protection founded?

Trustee Empowerment & Protection was founded in 1998.

How can I contact Trustee Empowerment & Protection?

Verified contact details, key decision-makers, and investment preferences for Trustee Empowerment & Protection are available on LPbacked. Create a free account to access them.