Iron Gate Global Advisors, Llc
- Regulatory AUM
- $1.3B
- Discretionary
- $1.1B
- Clients
- 1,792
- Avg AUM / client
- $738K
- Accounts
- 3,169
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Investments (13F portfolio — 105 positions, $946,670,409)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del | CL B NEW | $95,142,373 | 198,544 | 10.1% | 7.19% |
| 2 | Amazon Com Inc | COM | $83,543,330 | 401,053 | 8.83% | 6.31% |
| 3 | Nvidia Corporation | COM | $71,980,210 | 412,624 | 7.6% | 5.44% |
| 4 | Apple Inc | COM | $70,964,640 | 279,620 | 7.5% | 5.36% |
| 5 | Alphabet Inc | CAP STK CL C | $70,083,847 | 244,280 | 7.4% | 5.3% |
| 6 | Meta Platforms Inc | CL A | $69,876,712 | 122,134 | 7.38% | 5.28% |
| 7 | Ishares Tr | ULTRA SHORT DUR | $59,635,057 | 1,178,093 | 6.3% | 4.51% |
| 8 | American Express Co | COM | $48,953,113 | 161,839 | 5.17% | 3.7% |
| 9 | Microsoft Corp | COM | $45,518,489 | 122,966 | 4.81% | 3.44% |
| 10 | Uber Technologies Inc | COM | $34,531,291 | 480,068 | 3.65% | 2.61% |
| 11 | Air Products And Chemicals I | COM | $31,159,291 | 107,265 | 3.29% | 2.35% |
| 12 | Rtx Corporation | COM | $28,742,111 | 149,000 | 3.04% | 2.17% |
| 13 | Alphabet Inc | CAP STK CL A | $28,296,735 | 98,403 | 2.99% | 2.14% |
| 14 | Netflix Inc. | COM | $24,493,693 | 254,824 | 2.59% | 1.85% |
| 15 | Hershey Co | COM | $22,542,270 | 108,434 | 2.38% | 1.7% |
| 16 | Visa Inc | COM CL A | $21,740,279 | 71,931 | 2.3% | 1.64% |
| 17 | Vanguard Whitehall Fds | HIGH DIV YLD | $18,070,053 | 122,013 | 1.91% | 1.37% |
| 18 | Johnson & Johnson | COM | $16,712,758 | 68,372 | 1.77% | 1.26% |
| 19 | Palo Alto Networks Inc | COM | $15,928,433 | 99,354 | 1.68% | 1.2% |
| 20 | Palantir Technologies Inc | CL A | $14,619,955 | 99,945 | 1.54% | 1.1% |
| 21 | State Str Spdr S&P 500 Etf T | TR UNIT | $5,019,184 | 7,718 | 0.53% | 0.38% |
| 22 | Vanguard Index Fds | TOTAL STK MKT | $4,871,622 | 15,185 | 0.51% | 0.37% |
| 23 | Walmart Inc | COM | $4,477,567 | 36,031 | 0.47% | 0.34% |
| 24 | Invesco Qqq Tr | UNIT SER 1 | $4,435,546 | 7,683 | 0.47% | 0.34% |
| 25 | Caterpillar Inc | COM | $3,644,844 | 5,145 | 0.39% | 0.28% |
Top 25 of 105 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,224 | $195M | 14.7% |
| High net worth individuals | 536 | $909M | 68.7% |
| Pension and profit sharing plans | 32 | $219M | 16.6% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Computer Marketing Corporation 401(k) Plan Computer Marketing Corporation | 2024 | |
| Intermountain Health 401(k) Plan Intermountain Health Care, Inc. | 2024 | |
| Conservice, Llc 401(k) Profit Sharing Plan And Trust Conservice, Llc | 2024 |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Amussen, Franz, Salzner | Managing Member | Jan 2000 (27y) | Less than 5% | |
| Brian Ward Hunsaker | Managing Member & Chief Compliance Officer | Jan 2000 (27y) | 25% – 50% | |
| Brett Michael Pattison | Member | Jan 2015 (12y) | 25% – 50% | |
| Spencer Howells Nelson | Cfo | Oct 2018 (8y) | 5% – 10% | |
| Matthew Timothy Newman | Registered representative | CFP | Feb 2020 (6y) | |
| Daniel Kent Bell | Registered representative | May 2021 (5y) | ||
| Michael John Follett | Registered representative | Sep 2025 (1y) | ||
| Russell Allan Murphy | Registered representative | CFP | Jun 2026 (0y) | |
| Nicholas W. Roberts | Registered representative | Jun 2026 (0y) |
Undisclosed: 0% – 45% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Computer Marketing Corporation 401(k) Plan | Computer Marketing Corporation | 161 | $26.7M | 01/01/2024 |
| Intermountain Health 401(k) Plan | Intermountain Health Care, Inc. | 69,032 | $6.8B | 01/01/2024 |
| Conservice, Llc 401(k) Profit Sharing Plan And Trust | Conservice, Llc | 3,211 | $67.7M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 956 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $844M (64% of AUM) Mar 2026
- Fidelity Brokerage Services $9.0M (5% of AUM) Nov 2018
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗