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Philip Vongontard, Cfa, LLC

● SEC registered since 2006CRD 127938SEC# 801-67108St.louis, MO
Export (members)
Reg. AUM
$312.9M
Employees
1
Accounts
215
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 $312.9 million in regulatory assets under management and employs 1 people.
View on SEC.gov ↗

Philip Vongontard, Cfa, LLC owners & executives

3 reported
NameTitleOwnershipSince
Philip Nmn Von Gontard ControlChief Compliance OfficerOver 75%2003
Philip Nmn Von Gontard ControlManaging MemberOver 75%2003
Philip Nmn Von Gontard ControlChief Executive Officer / Sole OwnerOver 75%2003

Frequently asked questions

How much does Philip Vongontard, Cfa, LLC manage?

Philip Vongontard, Cfa, LLC reports $312.9 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

Address9909 Clayton Road, Suite 210, St.louis, MO 63124-1120
Phone314-569-2677
Office hours9 a.m. - 5 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$312.9M
Non-discretionary$0
Total (RAUM)$312.9M