$1.3B Total AUM
$1.1B Disc. AUM
34.6% 3Y CAGR
7 Employees
1,792 ADV. Clients
17 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-01-2009
- Office Locations
- 2
Office Locations
960 North 400 East North Salt Lake UT
-- Saratoga Springs UT
About Iron Gate Global Advisors
Iron Gate Global Advisors builds customized financial plans and portfolios, emphasizing transparency and avoiding cookie-cutter models and expensive mutual funds. The firm uses ETF-centric portfolio construction alongside fixed income and risk management, serving both retail and institutional relationships. Custody includes Charles Schwab and Fidelity/NFS.
Team overview
41 AVG AGE
$189.0M AVG AUM / ADVISOR
$738.4K AVG AUM / CLIENT
6.2 yrs AVG TENURE
7 Employees
7 Advisory Reps
7 RIA Reps
17yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
B
BRIAN WARD HUNSAKER
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #2020121
- Ownership
- 25% but less than 50%
Available
Available
Available
BRETT MICHAEL PATTISON
Advisor
- CRD
- #5684576
- Ownership
- 25% but less than 50%
Available
Available
Available
Showing 2 of 3 owners & executives
Unlock allContacts
DANIEL KENT BELL
Financial Advisor, General Partner
- CRD
- #4558355
Available
Available
Available
M
MICHAEL JOHN FOLLETT
--
- CRD
- #3178161
Available
Available
Available
Showing 2 of 8 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,103,888,456 | $351,893 |
| Non-Discretionary | $219,281,626 | $6,852,551 |
| Total | $1,323,170,082 | $417,536 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available Municipal Bonds:
Available Corporate - Investment Grade:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing