Iron Gate Global Advisors
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
FINTRXOverview
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
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities82%
- Cash & Cash Equivalents8%
- US Government Bonds6%
- State & Local Bonds2%
- Investment Grade Corp Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 33Active vs passive
$194M in ETFs
18%
$35.1M
71%
$159M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF (ICSH) | BlackRock | Active | Ultrashort Bond | $69.2M | 1,368,146 | 35.70% |
Location
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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