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Building 2IRON GATE GLOBAL ADVISORS

Map pinNORTH SALT LAKE, UT
Phone888-591-0334
NotebookSEC #801-110310
Total AUM
$1.3B
Employees
7
Clients
1,792

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
960 NORTH 400 EAST
NORTH SALT LAKE
UT 84054
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
888-591-0334
Other Offices
1

ReceiptFinancials

Total AUM
$1.3B
Accounts
3,169
Discretionary
$1.1B
Accounts
3,137
Non-Discretionary
$219.3M
Accounts
32

ContactClients

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Individual Clients
1,224
AUM
$195.1M
HNW Individual Clients
536
AUM
$908.8M
Pension/Profit Sharing Plan Clients
32
AUM
$219.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKAZCACOFLIDILLAMAMEMNMTNCNENVOKORTNTXUTVAWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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