|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Philip Vongontard CFA LLC
✚
|
|
|---|---|
| CRD # | 127938 |
| SEC # | 801-67108 |
| CIK # | |
| AUM | $312.9 M (2025-07-09) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 314-569-2677 |
| Address | 9909 Clayton Road Stlouis, MO 63124-1120 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 31 | 9.9 |
| (b) Individuals (high net worth individuals) | 42 | 303.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 215 | 312.9 |
| By Discretionary | ||
| Discretionary | 215 | 312.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 215 | 312.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 312.9 | |
| Total | 215 | 312.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Weybosset Research & Management LLC
✚
|
RI | 0.3 |
|
JBR Co Financial Management Inc
✚
|
OK | 0.3 |
|
Midwest Heritage Bank FSB
✚
|
IA | 0.3 |
|
Dean Roland Russell LLC
✚
|
CA | 0.3 |
|
Bouvel Investment Partners LLC
✚
|
PA | 0.3 |
|
Merit Financial Partners LLC
✚
|
NY | 0.3 |
|
Pillar Financial Advisors LLC
✚
|
KY | 0.3 |
|
Scholtz & Company LLC
✚
|
CT | 0.3 |
|
Walker Financial Services Inc
✚
|
KY | 0.3 |
|
International Money Matters Private Limited
✚
|
0.3 |