MOUNTAIN PASS PLANNING CORPORATION

MOUNTAIN PASS PLANNING CORPORATION of HOPEWELL JUNCTION, NY is an SEC-registered investment adviser (CRD 283389). Regulatory assets under management: $74.9M.

Registration

• CRD: 283389
• SEC file number: 801-121541
• Type: Registered investment adviser
• Location: 2537 RT 52, SUITE 1, BUILDING 3, HOPEWELL JUNCTION, NY, 12533
• Phone: 845-592-0789
• Latest filing: 2026-03-03
• Regulatory AUM: $74.9M
• Discretionary AUM: $74.9M
• Clients: 1
• Accounts: 244

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 283389 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search