HIGH MOUNTAIN FINANCIAL PLANNING

HIGH MOUNTAIN FINANCIAL PLANNING is an SEC-registered investment adviser (CRD 312552). Regulatory assets under management: $894K.

Registration

• CRD: 312552
• Type: Registered investment adviser
• Phone: 201-477-0667
• Latest filing: 2026-05-08
• Regulatory AUM: $894K
• Discretionary AUM: $894K
• Clients: 1
• Accounts: 12

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 312552 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search