Adviser Profile

As of Date 11/12/2025
Registration status Registration Changed to STEWART & ASSOCIATES, PLLC
ADV Location MISSOULA, MT, United States
Contact Info 406 xxxxxxx
Websites
AUM* 0
of that, discretionary
Number of Employees 1 -67%
of those in investment advisory functions 1 -67%
Private Fund GAV* 0
SMA’s No
Private Funds 0

Adviser Type

Client Types

Advisory Activities

- Financial planning services
- Educational seminars/workshops

Compensation Arrangments

- Hourly charges

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees