Neil
Hamilton

Iron Gate Global Advisors

CRD#1472543
Investment Advisor
in Logan, UT

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About this Advisor

Neil Hamilton is a financial advisor based out of Logan, Utah who has 3 years of relevant experience. Hamilton works at Iron Gate Global Advisors. During their career, Hamilton has held roles at Clearwater Wealth Management LLC and Iron Gate Global Advisors. Hamilton holds Series 63 and Series 66 licenses, designating them as a securities agent, and is able to advise clients in Utah. Iron Gate Global Advisors is a financial advisory firm that has its headquarters in North Salt Lake, UT. It has a total of 10 employees. It handles $543 million in total assets among its 5,940 customer accounts, placing it among the larger firms in the nation by assets under management. Of its 5,940 accounts, just 10% are associated with high-net-worth clients who have at least $1 million in assets. Iron Gate Global Advisors provides a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial management largely vary depending on which services are provided. However, fees charged by Iron Gate Global Advisors likely are comprised of any combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

3 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

175 E 1600 N,
Logan, UT 84341

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Iron Gate Global Advisors Brokerage Details

Total Assets Under Management

$542,716,661

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

10

UT Average: 12
Total Number of Accounts

5,940

UT Average: 1,115
Average Account Size

$91,366

UT Average: $622,084

Investment Advisory Services

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

Neil Hamilton Work History

Neil has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Iron Gate Global Advisors

2013 - Present (11 years)

Clearwater Wealth Management LLC

*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 Neil Hamilton 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

Neil Hamilton
Logan, UT
Kenneth Cannon
Logan, UT
Matthew Newman
North Salt Lake, UT
Spencer Nelson
North Salt Lake, 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

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.

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