PHILIP VONGONTARD, CFA, LLC

Adviser information for PHILIP VONGONTARD, CFA, LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Missouri, United States

Employees

Total Number of Employees	1
Investment Advisory/Research	1
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	0
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	220	$287.9M
Non-Discretionary	0	$0
Total	220	$287.9M

Clients

Type	Number	RAUM
Individuals	24	$6.6M
HNW Individuals	43	$281.2M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0

Services

Advisory Services	Portfolio management for individuals and/or small businesses
Compensation	% of AUM

Identifiers

SEC RIA File Number	801-67108
SEC ERA File Number	801-67108
SEC CIK Numbers	None
SEC CRD Numbers	127938
Legal Entity Identifier	None

Principal Office

9909 CLAYTON ROAD
SUITE 210
ST.LOUIS
MO
United States

Monday - Friday, 9 A.M. - 5 P.M.

Tel: 314-569-2677, Fax: None

Chief Compliance Officer

PHILIP VON GONTARD

MANAGING MEMBER

9909 CLAYTON RD

STE 210

SAINT LOUIS

United States

Tel: 314-569-2677

P*****@**********M

(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name	Type	Assets $USD	Min Investment $USD	No. Owners