MOUNTAIN PASS PLANNING

2537 Rt 52, Suite 1
Building 3
Hopewell Junction, New York 12533
Tel: 845-592-0789

About MOUNTAIN PASS PLANNING

MOUNTAIN PASS PLANNING, formally registered with the SEC as MOUNTAIN PASS PLANNING. The firm was established in 06/16/2021. They have over 1 offices throughout the country.

MOUNTAIN PASS PLANNING is a Hopewell Junction, New York based Financial Planning firm with nearly $67,531,703 assets under management, offering retirement planning & investment advisory services to 242 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	283389
SEC#	801-121541
Assets Managed by Firm	$67,531,703
No. of Clients	242
No. of Advisors	1

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	242	$67,531,703
Individuals (other than high net worth individuals)	99	$22,092,077
High net worth individuals	32	$44,125,435
Pension and profit sharing plans	Fewer than 5 clients	$1,278,495
Charitable organizations	Fewer than 5 clients	$35,696

More Retirement Planning firms in Hopewell Junction, New York:

Firm Name	Assets Under Management	Total Clients	Total Advisors
J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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