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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

IRON GATE GLOBAL ADVISORS

IRON GATE GLOBAL ADVISORS, LLC, CRD 111177

NORTH SALT LAKE, UT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b94f53d1-ded1-754d-8a4d-c35bf9f9dbde

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 7
On other graphs: 0
Observed: Apr 5, 2012 to Mar 31, 2026
25 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.83 fund_share=0.0 institutional_share=0.17 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.3BItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.1B
Private client RAUM: $1.1BderivedItem 5.D individuals plus high net worth individuals
Private client share: 83%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 8
RAUM per advisor: $165Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 7
Advisory employees: 7
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 3,169
Individual clients: 1,224
High net worth clients: 536
SEC number: 801-110310
CIK: 1131181
CRD: 111177
Filings on the tape: 25
First filed: Apr 5, 2012
Latest filed: Mar 31, 2026
Organised: Limited Liability Company, UT

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
BRIAN WARD HUNSAKER	n/a	NORTH SALT LAKE, UT	17	36	n/a	no
BRETT MICHAEL PATTISON	n/a	NORTH SALT LAKE, UT	11	11	n/a	no
Spencer Howells Nelson	n/a	NORTH SALT LAKE, UT	7	10	n/a	no
Matthew Timothy Newman	Certified Financial Planner	NORTH SALT LAKE, UT	6	10	n/a	no
DANIEL KENT BELL	n/a	NORTH SALT LAKE, UT	5	30	1	no
MICHAEL JOHN FOLLETT	n/a	NORTH SALT LAKE, UT \| Saratoga Springs, UT	0	23	1	no
RUSSELL ALLAN MURPHY	Certified Financial Planner	NORTH SALT LAKE, UT	0	11	2	no
NICHOLAS W. ROBERTS	n/a	NORTH SALT LAKE, UT	0	20	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HUNSAKER, BRIAN, WARD	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	C	yes	01/2000	Mar 31, 2026	Mar 31, 2026
PATTISON, BRETT, MICHAEL	Member	C	yes	01/2015	Mar 31, 2026	Mar 31, 2026
AMUSSEN, FRANZ, SALZNER	MANAGING MEMBER	Na	yes	01/2000	Apr 5, 2012	Mar 22, 2024
Nelson, Spencer, Howells	Cfo	B	no	06/2019	Mar 31, 2026	Mar 31, 2026

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
PARKINSON FINANCIAL SERVICES	n/a	n/a	n/a	N	no	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Logan	Ut	United States	4	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$1.3B	$1.1B	7	7	1	n/a	n/a
2023	Mar 22, 2024	$725M	$583M	9	8	1	n/a	n/a
2022	Mar 31, 2023	$543M	$543M	10	9	1	n/a	n/a
2021	Mar 21, 2022	$615M	$615M	10	9	1	n/a	n/a
2020	Mar 12, 2021	$368M	$368M	8	8	1	n/a	n/a
2019	Mar 12, 2020	$222M	$222M	4	4	0	n/a	n/a
2018	Mar 12, 2019	$190M	$190M	9	4	0	n/a	n/a
2017	Mar 20, 2018	$167M	$167M	4	3	0	n/a	n/a
2011	Apr 5, 2012	$45.0M	$45.0M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
2	1	1	12.5%	0	0	0	3	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.3B	n/a	n/a	$543M	34.6%	7	n/a	1	n/a

Relationships

Registered with (9)

← NICHOLAS W. ROBERTSAdvisorregistration: current employment
Jun 30, 2026 to presentfactForm ADV
← RUSSELL ALLAN MURPHYAdvisorregistration: current employment
Jun 12, 2026 to presentfactForm ADV
← MICHAEL JOHN FOLLETTAdvisorregistration: current employment
Sep 22, 2025 to presentfactForm ADV
← DANIEL KENT BELLAdvisorregistration: current employment
May 11, 2021 to presentfactForm ADV
← Matthew Timothy NewmanAdvisorregistration: current employment
Feb 26, 2020 to presentfactForm ADV
← Spencer Howells NelsonAdvisorregistration: current employment
Oct 19, 2018 to presentfactForm ADV
← BRETT MICHAEL PATTISONAdvisorregistration: current employment
Jan 14, 2015 to presentfactForm ADV
← BRIAN WARD HUNSAKERAdvisorregistration: current employment
Jan 1, 2009 to presentfactForm ADV
← Dillon RawsonAdvisorregistration: previous registration
Aug 8, 2024 to Jun 2, 2026factForm ADV

Controls (2)

← AMUSSEN, FRANZ, SALZNEROwnerMANAGING MEMBER, ownership code NA, individual
Apr 5, 2012 to Mar 22, 2024factForm ADV
← HUNSAKER, BRIAN, WARDOwnerMANAGING MEMBER & CHIEF COMPLIANCE OFFICER, ownership code C, individual
Apr 5, 2012 to Mar 22, 2024factForm ADV

Owns (2)

← PATTISON, BRETT, MICHAELOwnerMEMBER, ownership code C, individual
Mar 29, 2017 to Mar 22, 2024factForm ADV
← Nelson, Spencer, HowellsOwnerCFO, ownership code A, individual
Mar 22, 2024 to Mar 22, 2024factForm ADV

Dated events

Occurred
Jun 2, 2026
Advisor changed firm
Dillon Rawson left Iron Gate Global Advisors for Morgan Stanley (registered 2026-06-19)
Form ADVobserved 4 days ago
Occurred
May 1, 2025
Regulatory AUM changed
Iron Gate Global Advisors reported RAUM $1.1B, up 46% from $725.2M (2024-03-22 to 2025-05-01)
Form ADVobserved 4 days ago
$334M
Occurred
Mar 22, 2024
Regulatory AUM changed
Iron Gate Global Advisors reported RAUM $725.2M, up 34% from $542.7M (2023-03-31 to 2024-03-22)
Form ADVobserved 4 days ago
$182M
Occurred
Mar 21, 2022
Regulatory AUM changed
Iron Gate Global Advisors reported RAUM $615.0M, up 67% from $368.0M (2021-05-06 to 2022-03-21)
Form ADVobserved 4 days ago
$247M
Occurred
Mar 12, 2021
Regulatory AUM changed
Iron Gate Global Advisors reported RAUM $368.0M, up 66% from $222.3M (2020-06-17 to 2021-03-12)
Form ADVobserved 4 days ago
$146M
Occurred
Apr 30, 2019
Control person left
Marie Sarah Boman (Chief Compliance Officer) no longer on Schedule A of Iron Gate Global Advisors (listed 2019-03-12, absent 2019-04-30)
Form ADVobserved 4 days ago
Occurred
Mar 29, 2017
First Form ADV filing
Iron Gate Global Advisors filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b94f53d1-ded1-754d-8a4d-c35bf9f9dbde
First observed: Apr 5, 2012
Last observed: Mar 31, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

IRON GATE GLOBAL ADVISORS

IRON GATE GLOBAL ADVISORS, LLC, CRD 111177

NORTH SALT LAKE, UT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b94f53d1-ded1-754d-8a4d-c35bf9f9dbde

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:32 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

BRIAN WARD HUNSAKER

n/a

NORTH SALT LAKE, UT

n/a

BRETT MICHAEL PATTISON

n/a

NORTH SALT LAKE, UT

n/a

Spencer Howells Nelson

n/a

NORTH SALT LAKE, UT

n/a

Matthew Timothy Newman

Certified Financial Planner

NORTH SALT LAKE, UT

n/a

DANIEL KENT BELL

n/a

NORTH SALT LAKE, UT

MICHAEL JOHN FOLLETT

n/a

NORTH SALT LAKE, UT | Saratoga Springs, UT

RUSSELL ALLAN MURPHY

Certified Financial Planner

NORTH SALT LAKE, UT

NICHOLAS W. ROBERTS

n/a

NORTH SALT LAKE, UT

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HUNSAKER, BRIAN, WARD

MANAGING MEMBER & CHIEF COMPLIANCE OFFICER

yes

01/2000

Mar 31, 2026

PATTISON, BRETT, MICHAEL

Member

yes

01/2015

Mar 31, 2026

AMUSSEN, FRANZ, SALZNER

MANAGING MEMBER

yes

01/2000

Apr 5, 2012

Mar 22, 2024

Nelson, Spencer, Howells

Cfo

06/2019

Mar 31, 2026

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

PARKINSON FINANCIAL SERVICES

n/a

City

State

Country

Employees

Also broker-dealer

Logan

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$1.3B

$1.1B

n/a

2023

Mar 22, 2024

$725M

$583M

n/a

2022

Mar 31, 2023

$543M

n/a

2021

Mar 21, 2022

$615M

n/a

2020

Mar 12, 2021

$368M

n/a

2019

Mar 12, 2020

$222M

n/a

2018

Mar 12, 2019

$190M

n/a

2017

Mar 20, 2018

$167M

n/a

2011

Apr 5, 2012

$45.0M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

12.5%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.3B

n/a

$543M

34.6%

n/a