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| Keyboard |
| Philip Vongontard CFA LLC
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|---|---|
| CRD # | 127938 |
| SEC # | 801-67108 |
| CIK # | |
| AUM | 288.5 M (2026-05-01) |
| 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) | 16 | 6.3 |
| (b) Individuals (high net worth individuals) | 39 | 282.2 |
| (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 | 201 | 288.5 |
| By Discretionary | ||
| Discretionary | 201 | 288.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 201 | 288.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 288.5 | |
| Total | 201 | 288.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Retail |
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|
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IL | 289.1 M |
|
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|
CT | 288.6 M |
|
Valtrion Capital Management LLC
✚
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TN | 287.3 M |