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| Happy Holidays!! thanks for using AUM13F!! |
| Iron Gate Global Advisors LLC
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| CRD # | 111177 |
| SEC # | 801-110310 |
| CIK # | 0001131181 |
| AUM | $1.1 B (2025-05-01) |
| Employees | 7 (100% Investors, 0% Brokers) |
| Phone | 888-591-0334 |
| Address | 960 North 400 East North Salt Lake, UT 84054 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001131181 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Facebook Inc | 86.5 | ||
| Amazon Com Inc | 85.2 | ||
| Nvidia Corp | 80.8 | ||
| Apple Inc | 63.7 | ||
| American Express Co | 60.3 | ||
| Microsoft Corp | 57.5 | ||
| Alphabet Inc | 49.2 | ||
| Uber Technologies Inc | 41.2 | ||
| Netflix Inc | 28.6 | ||
| United Technologies Corp /DE/ | 23.7 | ||
| VISA Inc | 23.2 | ||
| Hershey Co | 20.6 | ||
| Alphabet Inc | 18.7 | ||
| Air Products & Chemicals Inc /DE/ | 17.4 | ||
| Palo Alto Networks Inc | 16.8 | ||
| Palantir Technologies Inc | 12.3 | ||
| Johnson & Johnson | 10.5 | ||
| Wal Mart Stores Inc | 3.8 | ||
| Cathay General Bancorp | 2.8 | ||
| Broadcom Inc | 2.8 | ||
| Caterpillar Inc | 2.3 | ||
| Emerson Electric Co | 2.3 | ||
| Procter & Gamble Co | 2.3 | ||
| Eaton Corp Ltd | 2.2 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 813 | 235.2 |
| (b) Individuals (high net worth individuals) | 218 | 646.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 30 | 178.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,925 | 1,059.4 |
| By Discretionary | ||
| Discretionary | 2,895 | 881.4 |
| Non-Discretionary | 30 | 178.0 |
| Total | 2,925 | 1,059.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,059.4 | |
| Total | 2,925 | 1,059.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001131181] |
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|---|---|---|
|
Jacobs & Company LLC
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CA | 1.1 |
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PrairieView Partners LLC
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MN | 1.1 |
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James J Burns & Company LLC
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NY | 1.1 |
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Galilei Investment Office LLP
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1.1 | |
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Paul R RIED Financial Group LLC
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WA | 1.1 |
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SOA Wealth Advisors LLC
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NY | 1.1 |
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Cabot Wealth Management
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MA | 1.1 |
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Columbia Asset Management LLC
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MI | 1.1 |
|
Academy Capital Management
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TX | 1.0 |
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Chemistry Wealth Management LLC
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NY | 1.0 |