MOUNTAIN PASS PLANNING CORPORATION
Legal name: MOUNTAIN PASS PLANNING
CRD #283389 SEC #801-121541 HOPEWELL JUNCTION, NY 845-592-0789
SEC Registered
Total AUM
$67.5M
Discretionary
$67.5M
Employees
1
Clients
26
Accounts
242
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $67.5M | $67.5M | $0 | 1 | 0 |
| Oct 2024 | $60.2M | $60.2M | $0 | 1 | 0 |
| Mar 2024 | $53.8M | $53.8M | $0 | 1 | 0 |
| Mar 2023 | $42.8M | $42.8M | $0 | 1 | 3 |
| Mar 2022 | $34.2M | $34.2M | $0 | 1 | 4 |
| Aug 2021 | $32.1M | $32.1M | $0 | 1 | 4 |
| May 2021 | $26.9M | $26.9M | $0 | 1 | 3 |
DateFeb 2025
Total AUM$67.5M
Discretionary$67.5M
Non-Disc.$0
Employees1
Clients0
DateOct 2024
Total AUM$60.2M
Discretionary$60.2M
Non-Disc.$0
Employees1
Clients0
DateMar 2024
Total AUM$53.8M
Discretionary$53.8M
Non-Disc.$0
Employees1
Clients0
DateMar 2023
Total AUM$42.8M
Discretionary$42.8M
Non-Disc.$0
Employees1
Clients3
DateMar 2022
Total AUM$34.2M
Discretionary$34.2M
Non-Disc.$0
Employees1
Clients4
DateAug 2021
Total AUM$32.1M
Discretionary$32.1M
Non-Disc.$0
Employees1
Clients4
DateMay 2021
Total AUM$26.9M
Discretionary$26.9M
Non-Disc.$0
Employees1
Clients3