Stephen
Browne
Paul Comstock Partners
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About this Advisor
Stephen Browne is a chartered financial analyst operating out of Houston, Texas with a total of 24 years of industry experience. Browne is an employee of Paul Comstock Partners. They have worked at Paul Comstock Partners for all of their career. Browne holds a Series 63 license, certifying them as a securities agent, and is able to work in Texas. Paul Comstock Partners is a financial advisory company based out of Houston, TX. It handles $3 billion in assets under management between its 110 customer accounts, making it one of the largest firms in the nation by assets under management. The firm serves 11 charitable organizations. Of its 110 customer accounts, 90% are held by high-net-worth individuals who have greater than $1 million in investable assets. Paul Comstock Partners provides a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors depend on which service is offered. Fee types billed by Paul Comstock Partners most likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Paul Comstock Partners Brokerage Details
$2,857,791,123
14
110
$25,979,919
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Stephen Browne Work History
Stephen has been registered as a financial advisor for 24 years.*
First Endowment Development Corp. "Dba" Paul Comstock Partners
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Stephen Browne to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Paul Comstock Partners
Houston, TX
Argyle, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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