P
$288.5M Total AUM
$288.5M Disc. AUM
5.1% 3Y CAGR
1 Employees
55 ADV. Clients
23 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-01-2003
- Office Locations
- 1
Office Locations
9909 Clayton Road Suite 210 St.louis MO
About Philip Vongontard, CFA, LLC
Philip Vongontard, CFA, LLC is a St.louis-based RIA. The firm has been operating for 23 years. Managing $288.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$288.5M AVG AUM / ADVISOR
$5.2M AVG AUM / CLIENT
23.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
23yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
P
PHILIP VON GONTARD
Chief Compliance Officer, Managing Member
- CRD
- #4695906
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $288,549,582 | $1,435,570 |
| Non-Discretionary | $0 | -- |
| Total | $288,549,582 | $1,435,570 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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