STEWART & ASSOCIATES, PLLC
Doing business as PATHFINDER PLANNING AND INVESTMENTS. SEC Form ADV profile.
Total regulatory AUM
$122,347,930
Discretionary
$122,347,930
Non-discretionary
$0
Firm details
- CRD number
- 159486
- SEC file number
- 801-136368
- Main office
- MISSOULA, MT, United States
- Employees
- 2
- SEC status
- Approved
- Website
- https://pathfinderplanmt.com/
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.