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Mountain Pass Planning

Mountain Pass Planning. CRD 283389

Mountain Pass Planning logo

CRD: 283389

Mountain Pass Planning

Hopewell Junction, NY, 12533
(845) 592-0789
mountainpassplanning.com
$74.9M Total AUM
$74.9M Disc. AUM
21.1% 3Y CAGR
1 Employees
129 ADV. Clients
5 yrs Firm Age

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Firm Details

Custodian
Altruist ยท Truist Bank
Clients
Retail and Institutional
Platforms
Available
Established Date
06-16-2021
Office Locations
1

Office Locations

2537 RT 52, Suite 1 Building 3 Hopewell Junction NY

About Mountain Pass Planning

Mountain Pass Planning is a Hopewell Junction, NY RIA offering flat-fee financial planning alongside discretionary asset management. The practice emphasizes portfolio construction, active management, and risk-managed asset allocation, primarily using public funds, mutual funds, and ETFs with fixed income and real estate exposure. Custody includes Altruist.

Team overview

42 AVG AGE
$74.9M AVG AUM / ADVISOR
$580.9K AVG AUM / CLIENT
5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age

Insights

Available
Available
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Asset Classes

Available

CRM

Available

Custodian

Available

Investment Themes

Available

Investment Vehicles

Available

Platform

Available

Services

Available

Technology

Available

Owner & Executives

J

JAMES JOHN DEVICO JR.

Chief Compliance Officer, Founder, President

CRD
#5405659
Ownership
75% or more
Available
Available
Available

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-08-2022
03-21-2023
10-29-2024
02-28-2025
03-03-2026
Category Assets AVG. Account size
Discretionary $74,935,647 $307,113
Non-Discretionary $0 --
Total $74,935,647 $307,113

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Public Funds:
Available
U.S. Government/Agency:
Available
Equity - Exchange:
Available
Cash:
Available
Asset class Assets Assets %
Public Funds Available Available
U.S. Government/Agency Available Available
Equity - Exchange Available Available
Cash Available Available
Total Available Available

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