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IRON GATE GLOBAL ADVISORS
Legal name: IRON GATE GLOBAL ADVISORS, LLC
CRD 111177File 801-110310
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.32B
Above cohort median (national)
Discretionary AUM
$1.10B
Non-discretionary $219.3M
Clients
1,792
3,169 accounts
Employees
7
Top 25% of cohort in UT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Apr 19, 2017
- Principal office
- 960 NORTH 400 EAST, NORTH SALT LAKE, UT, 84054
- Phone
- 888-591-0334
- Website
- HTTPS://WWW.IGGA.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.32B
- Discretionary AUM
- $1.10B
- Non-discretionary AUM
- $219.3M
- Discretionary accounts
- 3,137
- Non-discretionary accounts
- 32
- Total accounts
- 3,169
- AUM per client
- $738K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 536 | $908.8M |
| Pension and profit sharing plans | 32 | $219.3M |
| Individuals (other than high net worth individuals) | 1,224 | $195.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 1,061 | 1,792 | increased by731 |
| Apr 1, 2026 | AUM | $1,059,413,573 | $1,323,170,082 | increased by$263,756,509 |
| Apr 1, 2026 | Accounts | 2,925 | 3,169 | increased by244 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 10 | 7 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,546 | 1,061 | decreased by485 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $615,031,491 | $1,059,413,573 | increased by$444,382,082 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 4,359 | 2,925 | decreased by1,434 |
| Apr 1, 2022 | Employees | 8 | 10 | increased by2 |
| Apr 1, 2022 | Custody | No | Yes | |
| Apr 1, 2022 | Clients | 1,032 | 1,546 | increased by514 |
| Apr 1, 2022 | AUM | $368,038,169 | $615,031,491 | increased by$246,993,322 |
| Apr 1, 2022 | Accounts | 1,753 | 4,359 | increased by2,606 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “IRON GATE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“IRON GATE” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.