← Tributary

MOUNTAIN PASS PLANNING

HOPEWELL JUNCTION, NY · CRD 283389 · IAPD ↗ · mountainpassplanning.com · 845-592-0789

$74.9MRegulatory AUM
1Advisory reps
1Employees
0Clients
26-50Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
April 2024 — MOUNTAIN PASS PLANNING reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
60
April 2024 — MOUNTAIN PASS PLANNING reported RAUM up 26% ($42.8M -> $53.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.