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IRON GATE GLOBAL ADVISORS

NORTH SALT LAKE, UT · CRD 111177 · IAPD ↗ · 888-591-0334

$1.32BRegulatory AUM
7Advisory reps
7Employees
0Clients
251-500Planning clients
0Private funds
23States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — IRON GATE GLOBAL ADVISORS notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2026 — IRON GATE GLOBAL ADVISORS reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
75
April 2025 — IRON GATE GLOBAL ADVISORS reports 101-250 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
85
April 2025 — IRON GATE GLOBAL ADVISORS crossed $1B in regulatory AUM ($725.2M -> $1.06B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
64
April 2024 — IRON GATE GLOBAL ADVISORS reported RAUM up 34% ($542.7M -> $725.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.