Bryspen, Incorporated is a large advisory firm based in Washington. It manages $167.27 million of regulatory assets for 61 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of District of Columbia, Georgia, Kentucky, and Louisiana.
Bryspen, Incorporated provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Bryspen, Incorporated is $167.27 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Bryspen, Incorporated for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of John Spencer Bryan is high net worth individuals with 47 clients and $141.59 million of assets under management. Among the 11 most similar advisory firms, Bryspen, Incorporated has the 5th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $167.27 million for 61 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Bryspen, Incorporated doesn't advise any private funds.
The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Bryspen, Incorporated performs its advisory services is located at 1717 Pennsylvania Avenue, Nw, Washington, DC 20006 3951, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 888.347.4170 or by fax 888.951.0777. The normal business hours are 8:30am to 5pm on Monday - Friday. You can find more information about the New York firm at bryspen.com.