IRON GATE GLOBAL ADVISORS

RIASEC RegisteredEst. 2017
Total AUM
$1.3B
Discretionary
$1.1B
83% of AUM
Avg account
$418K
Accounts
3,169
Employees
7
Advisory reps
6

Firm details

Headquarters
SALT LAKE CITY , Utah
CRD number
111177
Registered since
April 19, 2017
Website
igga.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI68.68%
  • Pension & Profit Sharing Plans16.57%
  • Individuals14.75%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Iron Gate Global Advisors is an independent, SEC-registered RIA formed in 2017 and owned by an individual. The firm serves both individuals/families and institutional clients, offering financial planning and discretionary portfolio management for individuals and small businesses. Its fees are a mix of percentage of AUM and fixed-fee arrangements. Iron Gate also operates as an insurance broker. The firm does not position itself as an ESG investor, does not act as a capital allocator to third-party managers, and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 82%, Cash & Cash Equivalents 8%, US Government Bonds 6%, State & Local Bonds 2%, Investment Grade Corp Bonds 1%, Derivatives 1%82%
  • Exchange Traded Equities82%
  • Cash & Cash Equivalents8%
  • US Government Bonds6%
  • State & Local Bonds2%
  • Investment Grade Corp Bonds1%

Owners & executives

2 of 2

  • BRIAN HUNSAKER

    Chief Investment OfficerCRD 2020121

  • BRETT PATTISON

    CEOCRD 5684576

Contacts

3 of 4

  • Matthew Newman

    Senior Financial PlannerCRD 6674059

  • DANIEL BELL

    DirectorCRD 4558355

  • Spencer Nelson

    Investment Advisor & Portfolio ManagerCRD 7004126

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 32

Active vs passive

$168M in ETFs

Passive

18%

$30.3M

Active

71%

$138M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF (ICSH)BlackRockActiveUltrashort Bond$59.6M1,178,09335.48%
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Location

Primary office

SALT LAKE CITY , UT

DAVIS

Location

SALT LAKE CITY , UT

Headquartered in SALT LAKE CITY , UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area
Salt Lake City-Provo-Orem, UT
Region
West
County
DAVIS
Address
960 S 400 E
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth