PHILIP VONGONTARD, CFA, LLC

9909 Clayton Road
Suite 210
St.louis, Missouri 63124-1120
Tel: 314-569-2677

About PHILIP VONGONTARD, CFA, LLC

PHILIP VONGONTARD, CFA, LLC, formally registered with the SEC as PHILIP VONGONTARD, CFA, LLC. The firm was established in 08/24/2006. They have over 1 offices throughout the country.

PHILIP VONGONTARD, CFA, LLC is a St.louis, Missouri based Financial Planning firm with nearly $312,937,442 assets under management, offering retirement planning & investment advisory services to 215 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	127938
SEC#	801-67108
Assets Managed by Firm	$312,937,442
No. of Clients	215
No. of Advisors	1

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	215	$312,937,442
Individuals (other than high net worth individuals)	31	$9,926,485
High net worth individuals	42	$303,010,957

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