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
Firm Details
- Organization Type
- Corporation
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 28, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DEVICO, JAMES, JOHN | I | PRESIDENT/CCO | E | Control |
| DEVICO, JAMES, JOHN | I | PRESIDENT/CCO | E | Control |
| DEVICO, JAMES, JOHN | I | PRESIDENT/CCO | E | Control |
| DEVICO, JAMES, JOHN | I | PRESIDENT/CCO | E | Control |
| DEVICO, JAMES, JOHN | I | PRESIDENT/CCO | E | Control |
| DEVICO, JAMES, JOHN | I | PRESIDENT/CCO | E | Control |
| DEVICO, JAMES, JOHN | I | PRESIDENT/CCO | E | Control |
Registrations
Federal
IA
Feb 28, 2025 REGISTERED
Notice Filings (3)
CT NJ NY
Address
2537 RT 52, SUITE 1BUILDING 3
HOPEWELL JUNCTION, NY 12533
United States
Phone: 845-592-0789