Matthew
Newman
Iron Gate Global Advisors
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About this Advisor
Matthew Newman is a certified financial planner operating in North Salt Lake, Utah with 3 years of relevant experience. Newman is an advisor for Iron Gate Global Advisors. During their career, the advisor has held roles at Utah Higher Education Assistance Authority, Crystal Clear Windows, Reid Ranch, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Northwestern Mutual Wealth Management Company, Amussen, Hunsaker & Associates, LLC and Paycom. Newman has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Utah. Iron Gate Global Advisors is an advisory firm operating out of North Salt Lake, UT. The investment advisory business has a total of 10 people on staff. It oversees $543 million in total assets among its 5,940 accounts, making it one of the bigger investment advisory firms in the United States by assets under management. Of its 5,940 accounts, just 10% belong to high-net-worth investors who have greater than $1 million in assets. The business has a set of services, such as financial planning services and portfolio management for individuals and small businesses. Financial advisory fees typically are based on which services the firm provides the client. Fees billed by Iron Gate Global Advisors can consist 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
Matthew Newman Work History
Matthew has been registered as a financial advisor for 3 years.*
Amussen, Hunsaker & Associates, LLC
Paycom
Northwestern Mutual Wealth Management Company
Northwestern Mutual Investment Services LLC
Northwestern Mutual Life Insurance Company
Utah Higher Education Assistance Authority
Crystal Clear Windows
Reid Ranch
*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 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
Logan, UT
North Salt Lake, UT
Logan, UT
North Salt Lake, UT
North Salt Lake, UT
North Salt Lake, UT
North Salt Lake, UT
North Salt Lake, UT
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
