IRON GATE GLOBAL ADVISORS

960 North 400 East
North Salt Lake, Utah 84054
Tel: 888-591-0334

About IRON GATE GLOBAL ADVISORS

IRON GATE GLOBAL ADVISORS, formally registered with the SEC as IRON GATE GLOBAL ADVISORS. The firm was established in 04/19/2017. They have over 2 offices throughout the country.

IRON GATE GLOBAL ADVISORS is a North Salt Lake, Utah based Financial Planning firm with nearly $725,170,361 assets under management, offering retirement planning & investment advisory services to 5697 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	111177
SEC#	801-110310
Assets Managed by Firm	$725,170,361
No. of Clients	5697
No. of Advisors	9

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	5697	$725,170,361
Individuals (other than high net worth individuals)	681	$84,889,894
High net worth individuals	380	$498,080,467
Pension and profit sharing plans	27	$142,200,000

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