Brett
Pattison
Iron Gate Global Advisors
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About this Advisor
Brett Pattison is a financial advisor operating in North Salt Lake, Utah who has 8 years of industry experience. Pattison is currently employed by Iron Gate Global Advisors. During their career, Pattison has held roles at Thinkorswim/Investools, Amussen, Hunsaker & Associates Inc and Amussen, Hunsaker & Associates. Pattison maintains a Series 65 license, which qualifies them as an investment advisor representative, and is approved to serve investors in California, Texas and Utah. Iron Gate Global Advisors is a financial advisory business that has its headquarters in North Salt Lake, UT. The investment advisory business has a total of 10 employees. It has $543 million in assets under management between its 5,940 client accounts, making it one of the larger investment advisory firms in the United States by assets under management. Of its 5,940 accounts, just 10% are associated with high-net-worth investors who have at least $1 million in assets. Iron Gate Global Advisors performs a few services, such as financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules usually depend on which services the firm provides the client. However, fee types charged by Iron Gate Global Advisors likely are comprised of some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Iron Gate Global Advisors Brokerage Details
$542,716,661
10
5,940
$91,366
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Brett Pattison Work History
Brett has been registered as a financial advisor for 8 years.*
Amussen, Hunsaker & Associates Inc
Amussen, Hunsaker & Associates
Thinkorswim/Investools
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brett Pattison to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Iron Gate Global Advisors
Logan, UT
Logan, UT
North Salt Lake, UT
North Salt Lake, UT
North Salt Lake, UT
North Salt Lake, UT
North Salt Lake, UT
North Salt Lake, UT
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