RIA Intel›Advisers›New York›MOUNTAIN PASS PLANNING CORPORATION

MOUNTAIN PASS PLANNING CORPORATION

Advisory

N·HOPEWELL JUNCTION, NY

Data as of Mar 3, 2026 · Source: SEC Form ADV

Total AUM
$75M
1-Year AUM Growth
+11.9%
3-Year CAGR
+21.5%
Employees
1
Assets Under Management
Total AUM$75M
Discretionary AUM$75M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients131
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record6
First FilingMay 19, 2021
Latest FilingMar 3, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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