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Alison Comstock Moss

17 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
118 clients
Average Client Portfolio
$19.0M average
Assets Under Management
$2.2B

Fee Structure

Minimum Investment:$10M
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Location

1177 West Loop South, Suite 1500, Houston, TX, 77027

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Alison advocates for financial literacy through Beneficiary Boot Camp and Empowering Beneficiaries, LLC, a sister company to Comstock designed to provide resources to inheritors of wealth. This activity is not investment-related.

Employment History
Current Registrations
Paul Comstock Partners
August 2008 - Present · 17 yrs 6 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.