# Pathfinder Planning and Investments

Pathfinder Planning and Investments is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 159486
- **SEC file number:** 801-136368
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/159486

## About

PATHFINDER PLANNING AND INVESTMENTS is an SEC-registered investment adviser in MISSOULA, MT, registered since 2026. The firm employs 2 employees and 2 investment advisers. It operates with a small team.

## Related profiles

- [South Mountain Advisors](https://altss.com/profile/south-mountain-advisors-llc)

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Last updated: 2026-07-06T01:24:23.004Z

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