Wealth Manager
    SEC Registered
    Manages Private Funds

    Iron Gate Global Advisors

    Registered investment advisor · North Salt Lake, Utah · CRD #111177

    Assets Under Management
    $1.3B
    Client Accounts
    3,169
    Employees
    7
    CRD Number
    111177
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Iron Gate Global Advisors

    Established in 1999, Iron Gate Global Advisors is a fee-only advisory firm based in Salt Lake City, Utah, offering wealth management, financial planning, and investment advisory services. The firm is an independent fiduciary team specializing in portfolio management and retirement plan consulting.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Iron Gate Global Advisors

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    Frequently Asked Questions

    What is Iron Gate Global Advisors's AUM?

    Iron Gate Global Advisors reports approximately $1.3B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Iron Gate Global Advisors headquartered?

    Iron Gate Global Advisors is headquartered in North Salt Lake, Utah.

    What is Iron Gate Global Advisors's CRD number?

    Iron Gate Global Advisors's CRD number is 111177. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Iron Gate Global Advisors manage?

    Iron Gate Global Advisors manages approximately 3,169 client accounts according to its latest SEC filing.

    Is Iron Gate Global Advisors SEC registered?

    Yes, Iron Gate Global Advisors is registered with the SEC as an investment adviser with an approved registration status.

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