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Stewart & Associates, PLLC

● SEC registered since 2026CRD 159486SEC# 801-136368Missoula, MT
Export (members)
Reg. AUM
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Employees
2
Accounts
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Location
Missoula, MT

Stewart & Associates, PLLC assets under management

Stewart & Associates, PLLC operates as an SEC-registered investment adviser based in Missoula, MT. The firm has been registered since 2026. It employs 2 people.
View on SEC.gov ↗

Stewart & Associates, PLLC owners & executives

1 reported
NameTitleOwnershipSince
Jill Marie Tripp ControlOwner, Chief Compliance Officer, And Managing MemberOver 75%2026

Frequently asked questions

How many employees does Stewart & Associates, PLLC have?

Stewart & Associates, PLLC reports 2 employees.

Where is Stewart & Associates, PLLC located?

Stewart & Associates, PLLC is based in Missoula, MT and has been SEC-registered since 2026.

Does Stewart & Associates, PLLC disclose fund performance?

Stewart & Associates, PLLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address27 Fort Missoula Rd., Suite 1, Missoula, MT 59804
Phone406-541-3733
Fax406-541-3734
Office hoursBy Appointment Only
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo