TRUSTEE EMPOWERMENT & PROTECTION, INC.
CRD #108249 SEC #801-60944 TROY, MI 248-797-0500
SEC Registered Disclosures
Total AUM
$8.5M
Discretionary
$0
Employees
5
Clients
--
Accounts
2
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $8.5M | $0 | $8.5M | 5 | 0 |
| Mar 2024 | $8.3M | $0 | $8.3M | 6 | 0 |
| Mar 2023 | $7.4M | $0 | $7.4M | 6 | 1 |
| Mar 2022 | $9M | $0 | $9M | 6 | 1 |
| Oct 2021 | $10.9M | $0 | $10.9M | 6 | 3 |
| Sep 2021 | $10.9M | $0 | $10.9M | 6 | 3 |
| Mar 2021 | $10.9M | $0 | $10.9M | 6 | 3 |
| Mar 2020 | $10.6M | $0 | $10.6M | 8 | 40 |
| Jul 2019 | $1.4B | $9.8M | $1.4B | 8 | 40 |
| Mar 2019 | $1.4B | $9.8M | $1.4B | 7 | 40 |
| Nov 2018 | $845.6M | $18.2M | $827.4M | 12 | 40 |
| Jul 2018 | $845.6M | $18.2M | $827.4M | 35 | 40 |
| Jun 2018 | $192.3M | $18.2M | $174.1M | 35 | 40 |
| Mar 2018 | $192.3M | $18.2M | $174.1M | 35 | 40 |
| Mar 2018 | $176.5M | $16M | $160.5M | 45 | 42 |
| Feb 2018 | $176.5M | $16M | $160.5M | 45 | 42 |
| Dec 2017 | $176.5M | $16M | $160.5M | 45 | 42 |
| Nov 2017 | $176.5M | $16M | $160.5M | 45 | 42 |
| Sep 2017 | $174M | $16M | $158M | 45 | 600 |
| Mar 2017 | $223.6M | $31.3M | $192.3M | 45 | 600 |
| May 2016 | $306M | $40M | $266M | 60 | 600 |
| Mar 2016 | $306M | $40M | $266M | 60 | 600 |
| Mar 2015 | $393M | $46.4M | $346.6M | 61 | 500 |
| Mar 2014 | $419.7M | $0 | $419.7M | 71 | 600 |
| Mar 2013 | $432.3M | $0 | $432.3M | 65 | 700 |
| Aug 2012 | $501.4M | $0 | $501.4M | 51 | 800 |
| Aug 2012 | $501.4M | $0 | $501.4M | 51 | 800 |
| Jun 2012 | $468M | $0 | $468M | 51 | 800 |
| Mar 2012 | $468M | $0 | $468M | 51 | 800 |
| Jun 2011 | $442.2M | $0 | $442.2M | 51 | -- |
| Apr 2011 | $442.2M | $0 | $442.2M | 51 | -- |
| Apr 2011 | $442.2M | $0 | $442.2M | 51 | -- |
| Mar 2008 | $719.7M | $0 | $719.7M | 51 | -- |
| Mar 2007 | $573.9M | $0 | $573.9M | 51 | -- |
| Feb 2007 | $238.7M | $0 | $238.7M | 51 | -- |
| Jan 2007 | $238.7M | $0 | $238.7M | 51 | -- |
| Mar 2006 | $238.7M | $0 | $238.7M | 51 | -- |
| Aug 2004 | $129M | $0 | $129M | 51 | -- |
| Mar 2002 | $45.8M | $0 | $45.8M | -- | -- |
| Mar 2002 | $45.8M | $0 | $45.8M | -- | -- |
DateMar 2025
Total AUM$8.5M
Discretionary$0
Non-Disc.$8.5M
Employees5
Clients0
DateMar 2024
Total AUM$8.3M
Discretionary$0
Non-Disc.$8.3M
Employees6
Clients0
DateMar 2023
Total AUM$7.4M
Discretionary$0
Non-Disc.$7.4M
Employees6
Clients1
DateMar 2022
Total AUM$9M
Discretionary$0
Non-Disc.$9M
Employees6
Clients1
DateOct 2021
Total AUM$10.9M
Discretionary$0
Non-Disc.$10.9M
Employees6
Clients3
DateSep 2021
Total AUM$10.9M
Discretionary$0
Non-Disc.$10.9M
Employees6
Clients3
DateMar 2021
Total AUM$10.9M
Discretionary$0
Non-Disc.$10.9M
Employees6
Clients3
DateMar 2020
Total AUM$10.6M
Discretionary$0
Non-Disc.$10.6M
Employees8
Clients40
DateJul 2019
Total AUM$1.4B
Discretionary$9.8M
Non-Disc.$1.4B
Employees8
Clients40
DateMar 2019
Total AUM$1.4B
Discretionary$9.8M
Non-Disc.$1.4B
Employees7
Clients40
DateNov 2018
Total AUM$845.6M
Discretionary$18.2M
Non-Disc.$827.4M
Employees12
Clients40
DateJul 2018
Total AUM$845.6M
Discretionary$18.2M
Non-Disc.$827.4M
Employees35
Clients40
DateJun 2018
Total AUM$192.3M
Discretionary$18.2M
Non-Disc.$174.1M
Employees35
Clients40
DateMar 2018
Total AUM$192.3M
Discretionary$18.2M
Non-Disc.$174.1M
Employees35
Clients40
DateMar 2018
Total AUM$176.5M
Discretionary$16M
Non-Disc.$160.5M
Employees45
Clients42
DateFeb 2018
Total AUM$176.5M
Discretionary$16M
Non-Disc.$160.5M
Employees45
Clients42
DateDec 2017
Total AUM$176.5M
Discretionary$16M
Non-Disc.$160.5M
Employees45
Clients42
DateNov 2017
Total AUM$176.5M
Discretionary$16M
Non-Disc.$160.5M
Employees45
Clients42
DateSep 2017
Total AUM$174M
Discretionary$16M
Non-Disc.$158M
Employees45
Clients600
DateMar 2017
Total AUM$223.6M
Discretionary$31.3M
Non-Disc.$192.3M
Employees45
Clients600
DateMay 2016
Total AUM$306M
Discretionary$40M
Non-Disc.$266M
Employees60
Clients600
DateMar 2016
Total AUM$306M
Discretionary$40M
Non-Disc.$266M
Employees60
Clients600
DateMar 2015
Total AUM$393M
Discretionary$46.4M
Non-Disc.$346.6M
Employees61
Clients500
DateMar 2014
Total AUM$419.7M
Discretionary$0
Non-Disc.$419.7M
Employees71
Clients600
DateMar 2013
Total AUM$432.3M
Discretionary$0
Non-Disc.$432.3M
Employees65
Clients700
DateAug 2012
Total AUM$501.4M
Discretionary$0
Non-Disc.$501.4M
Employees51
Clients800
DateAug 2012
Total AUM$501.4M
Discretionary$0
Non-Disc.$501.4M
Employees51
Clients800
DateJun 2012
Total AUM$468M
Discretionary$0
Non-Disc.$468M
Employees51
Clients800
DateMar 2012
Total AUM$468M
Discretionary$0
Non-Disc.$468M
Employees51
Clients800
DateJun 2011
Total AUM$442.2M
Discretionary$0
Non-Disc.$442.2M
Employees51
Clients--
DateApr 2011
Total AUM$442.2M
Discretionary$0
Non-Disc.$442.2M
Employees51
Clients--
DateApr 2011
Total AUM$442.2M
Discretionary$0
Non-Disc.$442.2M
Employees51
Clients--
DateMar 2008
Total AUM$719.7M
Discretionary$0
Non-Disc.$719.7M
Employees51
Clients--
DateMar 2007
Total AUM$573.9M
Discretionary$0
Non-Disc.$573.9M
Employees51
Clients--
DateFeb 2007
Total AUM$238.7M
Discretionary$0
Non-Disc.$238.7M
Employees51
Clients--
DateJan 2007
Total AUM$238.7M
Discretionary$0
Non-Disc.$238.7M
Employees51
Clients--
DateMar 2006
Total AUM$238.7M
Discretionary$0
Non-Disc.$238.7M
Employees51
Clients--
DateAug 2004
Total AUM$129M
Discretionary$0
Non-Disc.$129M
Employees51
Clients--
DateMar 2002
Total AUM$45.8M
Discretionary$0
Non-Disc.$45.8M
Employees--
Clients--
DateMar 2002
Total AUM$45.8M
Discretionary$0
Non-Disc.$45.8M
Employees--
Clients--