← Directory
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 Aug 17, 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
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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.