← Back to searchVisit website
MOUNTAIN PASS PLANNING
MOUNTAIN PASS PLANNING CORPORATION
CRD 283389 · SEC 801-121541
2537 RT 52, SUITE 1, BUILDING 3, HOPEWELL JUNCTION, NY, 12533, United States
Phone
845-592-0789
Fax
845-684-0553
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$74.9M
Discretionary AUM
$74.9M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 95 | $22.5M |
| High net worth individuals | 34 | $50.9M |
States served
NJ, NY
All web addresses on file
Official SEC filing: View on IAPD