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James John Devico

MOUNTAIN PASS PLANNING CORPORATION·HOPEWELL JUNCTION, New York
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2537 RT 52, SUITE 1, HOPEWELL JUNCTION, NY 12533CRD# 5405659Firm CRD# 283389
01

About

James John Devico is a registered financial advisor based in HOPEWELL JUNCTION, New York, affiliated with MOUNTAIN PASS PLANNING CORPORATION. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
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Firm Overview

Firm
MOUNTAIN PASS PLANNING CORPORATION
MOUNTAIN PASS PLANNING
AUM
$60M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at MOUNTAIN PASS PLANNING CORPORATION →
Services
Financial planning
Portfolio management (individuals)
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5405659
Firm CRD# 283389
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James John Devico offer?
James John Devico specializes in Financial Planning, Investment Management. Contact their office in HOPEWELL JUNCTION, New York for a consultation.
What are James John Devico's credentials?
James John Devico is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James John Devico located?
James John Devico is based in HOPEWELL JUNCTION, New York, working with MOUNTAIN PASS PLANNING CORPORATION. Their office serves clients in the HOPEWELL JUNCTION metropolitan area and surrounding communities.
How does James John Devico charge for services?
James John Devico's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MOUNTAIN PASS PLANNING CORPORATION?
MOUNTAIN PASS PLANNING CORPORATION has approximately 1 employees and manages $60M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in HOPEWELL JUNCTION
John Scott Morgan — MOUNTAIN VIEW STRATEGIC WEALTH, LLC
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