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MOUNTAIN PASS PLANNING CORPORATION

UUID5219a70b-b59e-5d52-8844-3cf65c79a479
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:53
Updated2025-10-23 02:23:53

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 283389 283389 1.0
sec_file_number 801-121541 801-121541

Profile

WebsiteHTTP://WWW.MOUNTAINPASSPLANNING.COM/
HQ CityHOPEWELL JUNCTION
HQ StateNY
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • MOUNTAIN PASS PLANNING adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)67,531,703.0
  • RAUM (discretionary)67,531,703.0
  • Actionable assets45,439,626.0
  • Accounts242.0

Institutional Clients

  • Government AUM
  • Pension AUM1,278,495.0
  • Charitable AUM35,696.0
  • HNW AUM44,125,435.0

As of 2025-02-28 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.