Mountain Pass Planning

Mountain Pass Planning (CRD# 283389) is a financial advisory firm headquartered in Hopewell Junction, NY. They manage $53,838,957 in 223 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
2537 Rt 52, Suite 1, Building 3, Hopewell Junction, NY 12533
https://twitter.com/mountain__pass?lang=en
By the Numbers
  • Total Assets Under Management
    54
    MILLION
  • Total Number of Accounts
    223
    ACCOUNTS
  • Average Account Value
    $241,430
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, NJ, NY

Financial Advisors at Mountain Pass Planning
Showing 1 - 1 of 1 top financial advisors.
1
James Devico, financial advisor Hopewell Junction NY
James J. Devico
CRD#: 5405659
2537 Rt 52, Suite 1, Building 3, Hopewell Junction, NY 12533

James Devico (CRD# 5405659) is an Investment Advisor Representative working at Mountain Pass Planning in Hopewell Junction, NY and has over 15 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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