Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > utah > north salt lake > IRON GATE GLOBAL ADVISORS
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 |
More Retirement Planning firms in North Salt Lake, Utah:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $47,001,314,000 | 132 | 2300 | |
| $26,663,066,907 | 237 | 90 | |
| $8,777,551,735 | 33539 | 17 | |
| $6,821,969,061 | 3884 | 72 | |
| $6,672,033,386 | 1963 | 24 |
Explore More Retirement Advisors in North Salt Lake, Utah