Overview
Assets Under Management: $75 million
Headquarters: HOPEWELL JUNCTION, NY
High-Net-Worth Clients: 34
Average Client Assets: $1.5 million
Frequently Asked Questions
MOUNTAIN PASS PLANNING is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #283389), MOUNTAIN PASS PLANNING is subject to fiduciary duty under federal law.
MOUNTAIN PASS PLANNING is headquartered in HOPEWELL JUNCTION, NY.
MOUNTAIN PASS PLANNING serves 34 high-net-worth clients according to their SEC filing dated March 03, 2026. View client details ↓
According to their SEC Form ADV, MOUNTAIN PASS PLANNING offers financial planning and portfolio management for individuals. View all service details ↓
MOUNTAIN PASS PLANNING manages $75 million in client assets according to their SEC filing dated March 03, 2026.
According to their SEC Form ADV, MOUNTAIN PASS PLANNING serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 34
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.87%
Average Client Assets: $1.5 million
Total Client Accounts: 244
Discretionary Accounts: 244
Regulatory Filings
CRD Number: 283389
Filing ID: 2051674
Last Filing Date: 2026-03-03 12:37:52