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, 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
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
2 of 2
Brian Hunsaker
Chief Investment OfficerCRD 2020121
Brett Pattison
CEOCRD 5684576
Contacts
3 of 5
Matthew Newman
Senior Financial PlannerCRD 6674059
Daniel Bell
DirectorCRD 4558355
Russell Murphy
Senior Financial PlannerCRD 7461805
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 32Active vs passive
$168M in ETFs
18%
$30.3M
71%
$138M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF (ICSH) | BlackRock | Active | Ultrashort Bond | $59.6M | 1,178,093 | 35.48% |
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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