Stewart & Associates

Stewart & Associates (CRD# 159486) is a financial advisory firm headquartered in Missoula, MT. They manage $46,651,000 in 48 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    47
    MILLION
  • Total Number of Accounts
    48
    ACCOUNTS
  • Average Account Value
    $971,896
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MT

Financial Advisors at Stewart & Associates
Showing 1 - 2 of 2 top financial advisors.
1
Richard C. Marshall
CRD#: 2453550
27 Fort Missoula Rd., Suite 1, Missoula, MT 59804
96
Wealthminder
score

Richard Marshall (CRD# 2453550) is an Investment Advisor Representative working at Stewart & Associates in Missoula, MT and has over 15 years of experience in the finance industry. Richard Marshall has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jill M. Tripp
CRD#: 4656851
27 Fort Missoula Rd., Suite 1, Missoula, MT 59804
96
Wealthminder
score

Jill Tripp (CRD# 4656851) is an Investment Advisor Representative working at Stewart & Associates in Missoula, MT and has over 13 years of experience in the finance industry. Jill Tripp has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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