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PHILIP VONGONTARD, CFA, LLC
CRD 127938 · SEC 801-67108
9909 CLAYTON ROAD, SUITE 210, ST.LOUIS, MO, 63124-1120, United States
Phone
314-569-2677
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$288.5M
Discretionary AUM
$288.5M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-01
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 16 | $6.3M |
| High net worth individuals | 39 | $282.2M |
States served
MO
Official SEC filing: View on IAPD