SourcingSourcing

IRON GATE GLOBAL ADVISORS, LLC

C38
CRD 111177·SEC 801-110310·NORTH SALT LAKE, UT
AUM
$1.32B
$1B+
Est. Revenue
$13.2M
@ 1% on AUM
Est. EBITDA
$4.0M
@ 30% margin
Est. Deal Value
$31.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
IRON GATE GLOBAL ADVISORS, LLC
CRD
111177
SEC file #
801-110310
EIN
472717610
DBA names
Iron Gate Global Advisors

Economics

AUM
$1.32B
AUM band
$1B+
AUM trajectory
'20'26
$189.5M → $1.32B▲ +598%
Client mix
Individuals Other1,224
Individuals High Net Worth536
Pension Profit Sharing Plans32

Operations

Employees (total)
7
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'20'26
4 advisors → 7 advisors▲ +75%
Primary office
NORTH SALT LAKE UT
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
twitter.com/iggadvisors(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HUNSAKER, BRIAN, WARD
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
HUNSAKER, BRIAN, WARD
PATTISON, BRETT, MICHAEL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:irongate.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
5
Form 5500 Total Compensation
180,241
Form 5500 Compensation Trajectory 3y
2025180,241
Form 5500 Plan Count Trajectory 3y
20255
Schedule C Total Compensation
180,241
Schedule C Service Provider Rows
5

SEC EDGAR

Edgar Cik
0001131181
Edgar Registered
Yes
Edgar Filing Count
45
Edgar First Filing Date
2017-08-16
Edgar Last Filing Date
2026-05-15
Edgar 13f Count
42
Edgar 13f Latest AUM Estimate
Filing Date2026-05-15
Accession0001131181-26-000002
Edgar Former Names
AMUSSEN HUNSAKER ASSOCIATES LLC
Amussen Hunsaker & Associates LLC

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2951
Soi Zip Pct 200k Plus
0.0967
Soi Zip Returns 200k Plus
960
Soi Zip Total AGI
1,082,982
Fdic Zip Total Deposits
4,050,192,000
Fdic Zip Branch Count
95
Fdic Zip Top Banks
Zions First National Bank
Zions Bancorporation, N.A.

Compliance & brand

Firm Registration Status
active

All other collected signals (22)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
7
Bc Firm IAR Count
7
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
960 N 400 ENSL, UT 84054
Business
960 N 400 ENSL, UT 84054
Edgar EIN
472717610
Edgar Recent Filings
13F-HR2026-05-15 · 0001131181-26-000002
13F-HR2026-02-17 · 0001131181-26-000001
Fdic Zip Branches Raw
Key Bank of UtahNorth Salt Lake City, UT
West One Bank, UtahNorth Salt Lake City, UT
Fdic Zip HHI
2164.04
Fdic Zip Top Bank Share Pct
33.04
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI27,417
Returns2,210
Stub 2
AGI79,408
Returns2,130
Stub 3
AGI99,035
Returns1,600
Soi Zip Total Business Income
20,033
Soi Zip Total Cap Gains
94,569
Soi Zip Total Dividends
13,610
Soi Zip Total Returns
9,930
Top Owner CRD
2020121
Trust Company Affiliate
No

People (7)

7
PATTISON, BRETT, MICHAEL
IAR · Direct Owner · 37.5%
5684576
HUNSAKER, BRIAN, WARD
IAR · Direct Owner · 37.5%
2020121
Nelson, Spencer, Howells
IAR · Direct Owner · 17.5%
7004126
Matthew Timothy Newman
IAR
6674059
DANIEL KENT BELL
IAR
4558355
MICHAEL JOHN FOLLETT
IAR
3178161
Dillon Rawson
IAR
7260481