Julie Anne Choate
Investment adviser representative at Paul Comstock Partners
22 yearsExperience
1 stateRegistered in
$2.8BFirm assets
41 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- Paul Comstock PartnersDec 2004 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 1 state (TX).
Paul Comstock Partners
Legal name: First Endowment Development Corp
$2.8BAssets managed
120Clients
12Advisers
41 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5690133
- Firm CRD
- 105335