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| Bryspen Incorporated
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| |
|---|---|
| CRD # | 109004 |
| SEC # | 801-57755 |
| CIK # | |
| AUM | $262.4 MM (2024-03-28) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 888-347-4170 |
| Address | 1717 Pennsylvania Avenue, NW Washington, DC 20006-3951 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4 | 0.9 |
| (b) Individuals (high net worth individuals) | 61 | 250.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 10.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 258 | 262.4 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 258 | 262.4 |
| Total | 258 | 262.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 262.4 | |
| Total | 258 | 262.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Blakeslee & Blakeslee Financial Advisers Inc
✚
|
CA | 0.3 |
|
Smallwood Wealth Investment Management LLC
✚
|
NJ | 0.3 |
|
Evexia Wealth LLC
✚
|
WI | 0.3 |
|
Leconte Wealth Management LLC
✚
|
TN | 0.3 |
|
Taylor Securities Inc
✚
|
TN | 0.3 |
|
Letson Investment Management Inc
✚
|
GA | 0.3 |
|
Dover Advisors LLC
✚
|
VA | 0.3 |
|
Trisperity Advisors LLC
✚
|
TX | 0.3 |
|
Canopy 360 Wealth LLC
✚
|
FL | 0.3 |
|
GKV Capital Management Co Inc
✚
|
CA | 0.3 |