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Building 2PHILIP VONGONTARD, CFA, LLC

Map pinST.LOUIS, MO
Phone314-569-2677
NotebookSEC #801-67108
Total AUM
$288.5M
Employees
1
Clients
55

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9909 CLAYTON ROAD
SUITE 210
ST.LOUIS
MO 63124-1120
United States
Operating Hours
9 A.M. - 5 P.M.
Monday - Friday
Phone
314-569-2677

ReceiptFinancials

Total AUM
$288.5M
Accounts
201
Discretionary
$288.5M
Accounts
201
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
16
AUM
$6.3M
HNW Individual Clients
39
AUM
$282.2M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MO

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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