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
8

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, privately owned limited liability RIA that registered with the SEC in 2017. The firm serves both individual and family clients as well as institutional relationships, with a particular focus on financial planning and portfolio management for individuals and small businesses. In addition to investment advisory services, Iron Gate operates as an insurance broker. Its fee arrangements include percentage-of-AUM billing and fixed fees. The firm reports a clear preference for equity exposure, is not positioned as an ESG-focused advisor, and does not identify as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

3 of 3
  • Brian Hunsaker

    Brian Hunsaker

    Chief Investment OfficerCRD 2020121

  • Spencer Nelson

    Spencer Nelson

    Chief Financial OfficerCRD 7004126

  • Brett Pattison

    Brett Pattison

    CEOCRD 5684576

Contacts

3 of 5
  • Matthew Newman

    Matthew Newman

    Senior Financial PlannerCRD 6674059

  • Daniel Bell

    Daniel Bell

    DirectorCRD 4558355

  • Russell Murphy

    Russell Murphy

    Senior Financial PlannerCRD 7461805

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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 33

Active vs passive

$194M in ETFs

Passive

18%

$35.1M

Active

71%

$159M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF (ICSH)BlackRockActiveUltrashort Bond$69.2M1,368,14635.70%
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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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