Pathfinder Planning and Investments

Overview

Pathfinder Planning and Investments is an SEC registered investment adviser based in Missoula, MT, registered since 2012. It reports $122M in assets under management across 375 accounts, with 2 employees. It has 2 investment adviser representatives.

Reported AUM

$122M

Discretionary

100%

Accounts

375

Average account

$326K

Employees

2

Advisory reps

2

Registered since

2012

Jurisdictions

2

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business

Client types

• Charities and Non-Profits
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 1 of 1

• Jill Marie Tripp Owner, Chief Compliance Officer, Managing Member CRD 4656851

Advisory reps 2 of 2

• Hannah Lynne Santa Cruz Investment Adviser Rep CRD 5947577
• Jill Marie Tripp Investment Adviser Rep CRD 4656851

Location

Headquarters

27 Fort Missoula Rd Ste 1
Missoula, MT 59804

County

Missoula

Metro area

Missoula, MT

Region

West

Registrations

• SEC registered
• Registered in 2 jurisdictions
• Website: pathfinderplanmt.com

Every state, with registration dates

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