Mountain Pass Planning Corporation
● SEC registered since 2021CRD 283389SEC# 801-121541Hopewell Junction, NY
Reg. AUM
$74.9M
Employees
1
Accounts
244
Location
Hopewell Junction, NY
Mountain Pass Planning Corporation assets under management
Mountain Pass Planning Corporation is an investment advisory firm registered with the SEC based in Hopewell Junction, NY. The firm has been registered since 2021. It reports $74.9 million in regulatory assets under management and employs 1 people.
Mountain Pass Planning Corporation owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James John Devico Control | President/Cco | Over 75% | 2012 |
Frequently asked questions
How much does Mountain Pass Planning Corporation manage?
Mountain Pass Planning Corporation reports $74.9 million in regulatory assets under management on its Form ADV.
How many employees does Mountain Pass Planning Corporation have?
Mountain Pass Planning Corporation reports 1 employees.
Where is Mountain Pass Planning Corporation located?
Mountain Pass Planning Corporation is based in Hopewell Junction, NY and has been SEC-registered since 2021.
Does Mountain Pass Planning Corporation disclose fund performance?
Mountain Pass Planning Corporation is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2537 Rt 52, Suite 1, Building 3, Hopewell Junction, NY 12533 |
| Phone | 845-592-0789 |
| Fax | 845-684-0553 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$74.9M▲ 11%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 95%
Larger than 5% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$74.9Mregulatory AUM
Discretionary $74.9M