Matthew
Newman

Iron Gate Global Advisors

CRD#6674059
Investment Advisor
in North Salt Lake, UT

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About this Advisor

Matthew Newman is a financial advisor based in North Salt Lake, Utah, working with Iron Gate Global Advisors. Matthew has previously held positions at Utah Higher Education Assistance Authority, Crystal Clear Windows, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Northwestern Mutual Wealth Management Company, Amussen, Hunsaker & Associates, LLC, and Paycom. Matthew has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Utah. Currently, Matthew is part of Iron Gate Global Advisors, which operates out of North Salt Lake, Utah. The firm has 1 office and 9 employees. The firm manages assets totaling $725.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Iron Gate Global Advisors includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

960 North 400 East
North Salt Lake, UT 84054

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Iron Gate Global Advisors Brokerage Details

Total Assets Under Management

$725,170,361

UT Average: $693,624,108
Total Number of Employees

9

UT Average: 12
Total Number of Accounts

5,697

UT Average: 1,115
Average Account Size

$127,290

UT Average: $622,084

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Matthew Newman Work History

2020 - Present (4 years)

Amussen, Hunsaker & Associates, LLC

2019 - 2020 (1 year)

Paycom

2018 - 2019 (1 year)

Northwestern Mutual Wealth Management Company

2017 - 2019 (2 years)

Northwestern Mutual Investment Services LLC

2016 - 2019 (3 years)

Northwestern Mutual Life Insurance Company

2014 - 2016 (2 years)

Utah Higher Education Assistance Authority

2014 - 2014 (< 1 year)

Crystal Clear Windows

Disclosures

Please visit the SEC profile of Matthew Newman 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

Spencer Nelson
North Salt Lake, UT
Matthew Newman
North Salt Lake, UT
Neil Hamilton
Logan, UT
Brett Pattison
North Salt Lake, UT
Franz Amussen
North Salt Lake, UT
Brian Hunsaker
North Salt Lake, UT
Daniel Bell
North Salt Lake, UT
Steven Parkinson
Logan, UT

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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