Hedge Fund Database

IRON GATE GLOBAL ADVISORS

AMUSSEN, HUNSAKER & ASSOCIATES, LLC Legal Name

Adviser information for IRON GATE GLOBAL ADVISORS last updated from Form ADV on March 22nd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Utah, United States

Employees

Total Number of Employees 9
Investment Advisory/Research 8
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 8
Licensed Agents of an Insurance Company 2
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 2,520 $583.0M
Non-Discretionary 3,177 $142.2M
Total 5,697 $725.2M

Clients

Type Number RAUM
Individuals 681 $84.9M
HNW Individuals 380 $498.1M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 27 $142.2M
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 0

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businesses
Compensation % of AUMFixed fees
Other Business Activities Insurance broker or agent

Identifiers

SEC RIA File Number 801-110310
SEC ERA File Number 801-110310
SEC CIK Numbers 1131181
SEC CRD Numbers 111177
Legal Entity Identifier None

Principal Office

960 NORTH 400 EAST
NORTH SALT LAKE
UT
United States
Monday - Friday, 9:00 AM TO 5:00 PM
Tel: 888-591-0334, Fax: None

Websites

www.twitter.com/iggadvisors www.igga.com www.youtube.com/channel/ucykdoisqxm8kucmo5ehkmoq www.facebook.com/irongateglobaladvisors/ www.linkedin.com/company/amussen-hunsaker-&-associates-inc./about/ www.linkedin.com/in/brettmpattison/ www.linkedin.com/in/brianwhunsaker/ www.linkedin.com/in/spencerhnelson/ www.linkedin.com/in/matthew-t-newman/

Chief Compliance Officer

BRIAN HUNSAKER
MANAGING MEMBER & CIO
960 NORTH 400 EAST
NORTH SALT LAKE
UT
United States
Tel: 801-575-6427
Fax: 801-575-3500
(Full email address available in API data)

Industry Affiliates

PARKINSON FINANCIAL SERVICES Accountant or accounting firm

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
AMUSSEN, FRANZ, SALZNER Individual – MANAGING MEMBER 01/2000 < 5%
HUNSAKER, BRIAN, WARD Individual – MANAGING MEMBER & CHIEF COMPLIANCE OFFICER 01/2000 25-50%
PATTISON, BRETT, MICHAEL Individual – MEMBER 01/2015 25-50%
Nelson, Spencer, Howells Individual – CFO 06/2019 5-10%

No. Employees, Historic

105020192020202120222023202420259 on 4/30/20199 on 8/16/20199 on 8/21/20194 on 3/12/20207 on 4/6/20207 on 4/6/20207 on 6/17/20208 on 3/12/20218 on 5/6/202110 on 3/21/202210 on 3/31/20239 on 3/22/2024

RAUM, Historic

800M400M02019202020212022202320242025189519449 on 4/30/2019189519449 on 8/16/2019189519449 on 8/21/2019222267354 on 3/12/2020222267354 on 4/6/2020222267354 on 4/6/2020222267354 on 6/17/2020368038169 on 3/12/2021368038169 on 5/6/2021615031491 on 3/21/2022542716661 on 3/31/2023725170361 on 3/22/2024

No. Clients, Historic

2,0001,00002019202020212022202320242025293 on 4/30/2019293 on 8/16/2019293 on 8/21/2019312 on 3/12/2020312 on 4/6/2020312 on 4/6/2020312 on 6/17/20201032 on 3/12/20211032 on 5/6/20211546 on 3/21/20221830 on 3/31/20231088 on 3/22/2024

Holdings

From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBVIE INC COM 234K 1K –
ADOBE INC COM 234K 421 –
ADVANCED MICRO DEVICES INC COM 403K 2K –
AIR PRODS & CHEMS INC COM 13M 50K –
ALLSTATE CORP COM 356K 2K –
ALPHABET INC CAP STK CL A 16M 90K –
ALPHABET INC CAP STK CL C 35M 191K –
AMAZON COM INC COM 61M 315K –
AMAZON COM INC COM 661K 8K –
AMERICAN EXPRESS CO COM 38M 162K –
APPLE INC COM 65M 307K –
APPLE INC COM 921K 18K –
AT&T INC COM 234K 12K –
BANK AMERICA CORP COM 244K 6K –
BAXTER INTL INC COM 262K 8K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 67M 164K –
BRISTOL-MYERS SQUIBB CO COM 245K 6K –
BROADCOM INC COM 401K 250 –
CAMPBELL SOUP CO COM 228K 5K –
CARRIER GLOBAL CORPORATION COM 854K 14K –
CATERPILLAR INC COM 1M 4K –
CATHAY GEN BANCORP COM 1M 31K –
CHEVRON CORP NEW COM 847K 5K –
COMCAST CORP NEW CL A 343K 9K –
COSTCO WHSL CORP NEW COM 1M 2K –
CROWDSTRIKE HLDGS INC CL A 471K 1K –
DEERE & CO COM 366K 980 –
EATON CORP PLC SHS 2M 6K –
ELI LILLY & CO COM 228K 251 –
EMERSON ELEC CO COM 935K 9K –
EXXON MOBIL CORP COM 992K 9K –
FRANCO NEV CORP COM 252K 2K –
FREEPORT-MCMORAN INC CL B 296K 6K –
FS KKR CAP CORP COM 566K 29K –
GE AEROSPACE COM NEW 263K 2K –
GLACIER BANCORP INC NEW COM 300K 8K –
HEALTHEQUITY INC COM 2M 27K –
HERSHEY CO COM 12M 66K –
HOME DEPOT INC COM 2M 5K –
INTEL CORP COM 229K 7K –
INVESCO QQQ TR UNIT SER 1 979K 2K –
INVESCO QQQ TR UNIT SER 1 4M 33K –
ISHARES TR BLACKROCK ULTRA 330K 7K –
ISHARES TR CORE S&P500 ETF 233K 426 –
JOHNSON & JOHNSON COM 10M 69K –
JOHNSON & JOHNSON COM 354 600 –
JPMORGAN CHASE & CO. COM 642K 3K –
KIMBERLY-CLARK CORP COM 332K 2K –
MASTERCARD INCORPORATED CL A 2M 4K –
MCDONALDS CORP COM 2M 7K –
MERCK & CO INC COM 1M 8K –
META PLATFORMS INC CL A 51M 101K –
META PLATFORMS INC CL A 369K 1K –
MICROSOFT CORP COM 46M 103K –
MICROSOFT CORP COM 193K 1K –
MORGAN STANLEY COM NEW 203K 2K –
NETFLIX INC COM 21M 31K –
NETFLIX INC COM 250K 700 –
NOVO-NORDISK A S ADR 352K 2K –
NVIDIA CORPORATION COM 22M 179K –
NVIDIA CORPORATION COM 390 400 –
OTIS WORLDWIDE CORP COM 652K 7K –
PDS BIOTECHNOLOGY CORP COM 220K 75K –
PEPSICO INC COM 2M 14K –
PFIZER INC COM 360K 13K –
POWERSHARES ACTIVELY MANAGED ULTRA SHRT DUR 273K 5K –
PPG INDS INC COM 1M 8K –
PROCTER AND GAMBLE CO COM 3M 17K –
RTX CORPORATION COM 16M 159K –
SALESFORCE INC COM 494K 2K –
SELECT SECTOR SPDR TR SBI CONS DISCR 211K 1K –
SELECT SECTOR SPDR TR SBI INT-UTILS 297K 4K –
SEMPRA COM 228K 3K –
SNOWFLAKE INC CL A 2M 12K –
SOLO BRANDS INC COM CL A 29K 13K –
SPDR GOLD TR GOLD SHS 389K 2K –
SPDR S&P 500 ETF TR TR UNIT 2M 4K –
SPDR S&P 500 ETF TR TR UNIT 7M 51K –
SPDR S&P 500 ETF TR TR UNIT 257 100 –
SPDR SER TR S&P DIVID ETF 291K 2K –
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 259K 1K –
TESLA INC COM 290K 1K –
THE BEAUTY HEALTH COMPANY COM CL A 31K 16K –
THERMO FISHER SCIENTIFIC INC COM 320K 578 –
UBER TECHNOLOGIES INC COM 19M 261K –
VANECK ETF TRUST SEMICONDUCTR ETF 65K 249 –
VANECK ETF TRUST SEMICONDUCTR ETF 610K 6K –
VANGUARD INDEX FDS GROWTH ETF 2M 5K –
VANGUARD INDEX FDS S&P 500 ETF SHS 416K 831 –
VANGUARD INDEX FDS SM CP VAL ETF 944K 5K –
VANGUARD INDEX FDS TOTAL STK MKT 4M 14K –
VANGUARD SCOTTSDALE FDS INTER TERM TREAS 839K 14K –
VANGUARD SCOTTSDALE FDS INT-TERM CORP 25M 308K –
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 2M 26K –
VANGUARD WHITEHALL FDS HIGH DIV YLD 8M 65K –
VERIZON COMMUNICATIONS INC COM 702K 17K –
VISA INC COM CL A 14M 54K –
WALMART INC COM 3M 48K –
YUM BRANDS INC COM 335K 3K –