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PATHFINDER PLANNING AND INVESTMENTS
STEWART & ASSOCIATES, PLLC
CRD 159486 · SEC 801-136368
27 FORT MISSOULA RD., SUITE 1, MISSOULA, MT, 59804, United States
Phone
406-541-3733
Fax
406-541-3734
Registration
Registered (APPROVED-120)
Source
SEC registered
Total AUM
—
Discretionary AUM
—
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
States served
MT, TX
Official SEC filing: View on IAPD