Irongate Partners, Inc. (Wilmington)

Name: Irongate Partners, Inc.
Address: 2601 Iron Gate Drive, Wilmington, NC, 28412
Telephone: 910-791-1437

Irongate Partners, Inc. is a large advisory firm based in Wilmington. It manages $182.64 million of regulatory assets for 1,233 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Florida, North Carolina, Ohio, and Virginia.

Irongate Partners provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Irongate Partners: assets under management

The assets under management (AUM) of Irongate Partners, Inc. is $182.64 million. The firm's AUM has grown by 230% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $158.95 million in discretionary accounts and $23.69 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $129.23 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $7.9 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Irongate Partners, Inc. for their services and products based on a percentage of assets under management, hourly charges, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Irongate Partners, Inc.

Christopher Scott Jones has been acting as President since 1 Jun 1999. Stephen Charles Coggins has served as the Chief Investment Officer since 1 Jul 2001. David Raymond Hartness joined the executive team most recently as the Chief Client Officer/Secretary/Treasurer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Christopher Scott Jones	Chief compliance officer/president/chief operating officer	1 Jun 1999	25% - 50%	2428168
Stephen Charles Coggins	Chief investment officer/vice president	1 Jul 2001	25% - 50%	3145791
David Raymond Hartness	Chief client officer/secretary/treasurer	1 Oct 2004	25% - 50%	2418328

Based in Wilmington

The principal office where Irongate Partners, Inc. performs its advisory services is located at 2601 Iron Gate Drive, Wilmington, NC 28412, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 910-791-1437 or by fax 910-796-1959. The normal business hours are 8:30am-5:00pm on Monday - Friday. You can find more information about the New York firm at irongatepartnersinc.com.