Bryspen, Incorporated (Washington)

Name: Bryspen, Incorporated
Address: 1717 Pennsylvania Avenue, Nw, Washington, DC, 20006 3951
Telephone: 888.347.4170

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.

Bryspen, Incorporated: assets under management

The assets under management (AUM) of Bryspen, Incorporated is $167.27 million. The company doesn't manage any assets belonging to foreign clients.

Investments

The firm invests in investment and business development companies the most. They account for 84% of the total AUM. The second-largest asset type is exchange traded securities, which make up 14% of the firm’s portfolio. Investments in cash and cash equivalents form 1% of the total invested assets.

Fees & Commissions

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. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients John Spencer Bryan serves?

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.

Careers at Bryspen, Incorporated

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Spencer Bryan	President/chief compliance officer	1 Jul 1991	75% - 100%	734167

Based in Washington

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.