PHILIP VONGONTARD, CFA, LLC
  • PHILIP VONGONTARD, CFA, LLC

Adviser Profile

As of Date 05/01/2026
Registration SEC, Approved, 08/24/2006
ADV Location ST.LOUIS, MO, United States
Contact Info 314 xxxxxxx
AUM* 288,549,582 -8%
of that, discretionary 288,549,582 -8%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 1,435,570 -1%
% High Net Worth 70.91% 23%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

313M 268M 224M 179M 134M 89M 45M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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