Iron Gate Global Advisors logo

Iron Gate Global Advisors

Updated today

Client assets under management

$1,103,888,456

Clients

1,760

30% high-net worth

Advisors

7

of 7 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

251

Very High

Average account size

$627,209

About

Iron Gate Global Advisors serves individual investors (including high-net-worth clients), trusts, estates, and employer-sponsored retirement plans, offering discretionary and non-discretionary asset management, comprehensive portfolio management that combines financial planning and investment oversight, retirement plan consulting, and standalone financial planning or consulting. The firm reports both model portfolios and tailored strategies to align with clients’ goals and risk tolerances.

The investment process emphasizes fundamental analysis and a business-owner orientation—screening for durable competitive advantages, evaluating management, and seeking intrinsic-value discounts—combined with a suite of model allocations. The brochure describes an options overlay used for income (typically on less than 10% of equity holdings), occasional directional options trades, and the firm’s willingness to use margin/borrowing in client accounts, with specific restrictions on certain retirement accounts.

What differentiates the firm from many peers is its explicit disclosure of derivatives and borrowing practices for separately managed accounts (including detailed options and margin policies in Item 8), and the fact that some representatives are licensed insurance agents who may receive commissions for insurance sales (a disclosed conflict of interest in Item 10). The brochure also notes that the firm advertises performance results and requires higher account minimums for certain complex options strategies, practices that are less common among comparable team firms.

Client services

Financial planning Portfolio management

Expertise

Options & derivatives strategies Wealth management

Fee options

Fixed

Financial planning fees range from $1,000 to $5,000; Retirement Plan Consulting may charge flat fees based on engagement.

Project-based

Hourly fees may be charged for Retirement Plan Consulting services on a case-by-case basis.

Other

Account minimum: $250,000

Main office location

Iron Gate Global Advisors

960 North 400 East

North Salt Lake UT 84054, United States

Number of offices

2

Most active in

Alaska · Arizona · California · Colorado · Florida · Idaho · Illinois · Louisiana · Maine · Massachusetts · Minnesota · Montana · Nebraska · Nevada · North Carolina · Oklahoma · Oregon · Tennessee · Texas · Utah · Virginia · Washington · Wyoming

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Brian H

Series 63, Series 65

North Salt Lake, UT

Iron Gate Global Advisors

Brian Hunsaker is a financial advisor at Iron Gate Global Advisors with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Iron Gate Global Advisors since 1999. Iron Gate Global Advisors serves individuals, trusts, retirement plans, and businesses, managing over $1 billion in assets through a team-based advisory model. The firm employs a fundamental, business-owner style investment approach, combining equity and fixed-income ETFs with a probability-driven options strategy on a limited portion of equity holdings.

Options & derivatives strategies Wealth management
user avatar

Dillon R

Series 63, Series 66

North Salt Lake, UT

Iron Gate Global Advisors

Dillon Rawson is a financial advisor with Iron Gate Global Advisors in North Salt Lake, UT, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Morgan Stanley, E*TRADE Capital Management, Fidelity Investments, and Clearlink. Iron Gate Global Advisors serves individuals, trusts, retirement plans, and businesses with model-based asset management, comprehensive portfolio management, and retirement plan consulting. The firm employs a fundamental, business-owner style investment approach combined with options strategies and conservative fixed-income allocations.

Options & derivatives strategies Wealth management
user avatar

Michael F

Series 63, Series 65

North Salt Lake, UT

Iron Gate Global Advisors

Michael Follett is a financial advisor at Iron Gate Global Advisors with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Charles Schwab & Co., Inc. and TD Ameritrade, Inc. He joined Iron Gate Global Advisors in 2025. Iron Gate Global Advisors serves individuals, trusts, retirement plans, and businesses, managing over $1 billion in assets. The firm employs a business-owner style investment approach focused on fundamental analysis and uses a combination of equities, fixed-income ETFs, and selective options strategies within a team-based advisory model.

Options & derivatives strategies Wealth management
user avatar

Matthew N

CFP®, Series 63, Series 65

North Salt Lake, UT

Iron Gate Global Advisors

Matthew Newman is a CFP® with seven years of industry experience, currently serving as an advisor at Iron Gate Global Advisors. His prior experience includes roles at Amussen, Hunsaker & Associates, LLC, Paycom, and multiple positions within Northwestern Mutual. Outside of his advisory work, he owns and manages a rental property. Iron Gate Global Advisors serves individuals, trusts, retirement plans, and businesses through model-based asset management, comprehensive portfolio management, and retirement plan consulting. The firm employs a fundamental, business-owner style investment approach with an emphasis on durable competitive advantages and incorporates options strategies alongside conservative fixed-income allocations.

Options & derivatives strategies Wealth management
user avatar

Spencer N

Series 65

North Salt Lake, UT

Iron Gate Global Advisors

Spencer Nelson is a financial advisor at Iron Gate Global Advisors with seven years of industry experience. He holds a Series 65 designation and has worked at Iron Gate since 2018. Prior to his advisory role, he was employed at Utah State University and has experience in sports talk radio and consulting. Iron Gate Global Advisors serves individuals, trusts, retirement plans, and businesses with model-based asset management, comprehensive portfolio management, retirement plan consulting, and standalone financial plans. The firm manages over $1 billion in assets and employs a fundamental, business-owner style investment approach combined with options strategies and conservative fixed-income allocations.

Options & derivatives strategies Wealth management
user avatar

Brett P

Series 65

North Salt Lake, UT

Iron Gate Global Advisors

Brett Pattison is a financial advisor at Iron Gate Global Advisors with 11 years of industry experience. He holds a Series 65 designation and has been with Amussen, Hunsaker & Associates since 2014. Iron Gate Global Advisors serves individuals, trusts, retirement plans, and businesses, managing over $1 billion in assets through a team-based advisory model. The firm employs a fundamental, business-owner style investment approach focused on durable competitive advantages and intrinsic value, combining equity and fixed-income ETFs with a probability-driven options strategy on a limited portion of holdings.

Options & derivatives strategies Wealth management
user avatar

Daniel B

Series 63, Series 65

North Salt Lake, UT

Iron Gate Global Advisors

Daniel Bell is a financial advisor with Iron Gate Global Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He previously worked at Royal Alliance Associates Inc for 19 years and has operated his own business, Daniel K. Bell DBA Bell & Associates, P.C., since 1996. Outside of his advisory role, he owns and operates a third-party administration firm for defined contribution retirement plans and an insurance agency. Iron Gate Global Advisors serves individuals, trusts, retirement plans, and businesses with a team-based approach, managing over $1 billion in assets. The firm employs a fundamental, business-owner style investment strategy with a focus on equities, fixed-income ETFs, and selective options strategies, alongside comprehensive financial planning and retirement consulting.

Options & derivatives strategies Wealth management
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