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Brian Steven Simpson (Spokane)


Brian Steven Simpson is a large advisory firm based in Spokane. It manages $29.16 million of regulatory assets for 36 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Idaho, Montana, and Washington.

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Brian Steven Simpson provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Brian Steven Simpson: assets under management

The assets under management (AUM) of Brian Steven Simpson is $29.16 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $835.58 thousand in discretionary accounts and $28.32 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $139.26 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $944.15 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Brian Steven Simpson for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Spokane

The principal office where Brian Steven Simpson performs its advisory services is located at 202 East Spokane Falls Blvd., Spokane, WA 99202, 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 509-315-9532 or by fax 509-315-9534. The normal business hours are 9:00 am - 4:00 pm on Monday - Friday. You can find more information about the New York firm at www.integritywm.net.


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