B
$329.3M Total AUM
$0 Disc. AUM
14.4% 3Y CAGR
2 Employees
72 ADV. Clients
35 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- North
- Established Date
- 07-01-1991
- Office Locations
- 1
Office Locations
1717 Pennsylvania Avenue, N.w. Suite 1025 Washington DC
About Bryspen, Incorporated
Bryspen, Incorporated is a Washington-based RIA. The firm has been operating for 35 years. Managing $329.3M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
-- AVG AGE
$164.7M AVG AUM / ADVISOR
$4.6M AVG AUM / CLIENT
29.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
1 RIA Reps
35yrs Firm Age
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Asset Classes
Crest zenith Harbor atlas
Client Personas
Atlas horizon
Investment Themes
Signal
Investment Vehicles
Eagle
Services
Radial capital Fusion catalyst Harbor Element Prime ember Momentum oak Legacy catalyst
Technology
Quantum eagle
Owner & Executives
J
JOHN SPENCER BRYAN
Chief Compliance Officer, Founder, President, PRINCIPAL
- CRD
- --
- Ownership
- 75% or more
(507) 761-3144
bridge.eagle@catalystcapital.com
in linkedin.com/in/matrix-glacier
Showing 1 of 1 owners & executives
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L
LEAH SAWYER BRYAN
Founder, Principal
- CRD
- #4652433
(936) 773-3304
horizon.wave@focuscapital.com
in linkedin.com/in/timber-legacy
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $329,346,574 | $1,188,977 |
| Total | $329,346,574 | $1,188,977 |
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Separately Managed Accounts
Total SMA Asset: $329,346,574
Equity - OTC:
26.8% Equity - Exchange:
28.9% Cash:
44.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $1,578,795,041 | 26.8% |
| Equity - Exchange | $1,702,506,593 | 28.9% |
| Cash | $2,609,724,639 | 44.3% |
| Total | $5,891,026,273 | 100.0% |