Philip Vongontard, Cfa, LLC
● SEC registered since 2006CRD 127938SEC# 801-67108St.louis, MO
Reg. AUM
$288.5M
Employees
1
Accounts
201
Location
St.louis, MO
Philip Vongontard, Cfa, LLC assets under management
Philip Vongontard, Cfa, LLC operates as an SEC-registered investment adviser based in St.louis, MO. The firm has been registered since 2006. It reports $288.5 million in regulatory assets under management and employs 1 people.
Philip Vongontard, Cfa, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Philip Nmn Von Gontard Control | Chief Executive Officer / Sole Owner | Over 75% | 2003 |
| Philip Nmn Von Gontard Control | Chief Compliance Officer | Over 75% | 2003 |
| Philip Nmn Von Gontard Control | Managing Member | Over 75% | 2003 |
Frequently asked questions
How much does Philip Vongontard, Cfa, LLC manage?
Philip Vongontard, Cfa, LLC reports $288.5 million in regulatory assets under management on its Form ADV.
How many employees does Philip Vongontard, Cfa, LLC have?
Philip Vongontard, Cfa, LLC reports 1 employees.
Where is Philip Vongontard, Cfa, LLC located?
Philip Vongontard, Cfa, LLC is based in St.louis, MO and has been SEC-registered since 2006.
Does Philip Vongontard, Cfa, LLC disclose fund performance?
Philip Vongontard, Cfa, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9909 Clayton Road, Suite 210, St.louis, MO 63124-1120 |
| Phone | 314-569-2677 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$288.5M▼ 8%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 63%
Larger than 37% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$288.5Mregulatory AUM
Discretionary $288.5M