Philip Vongontard, Cfa, LLC
Philip Vongontard, Cfa, LLC (CRD# 127938) is a financial advisory firm headquartered in St.louis, MO. They manage $287,869,720 in 220 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Philip Vongontard, Cfa, LLC
By the Numbers
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Total Assets Under Management288MILLION
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Total Number of Accounts220ACCOUNTS
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Average Account Value$1,308,499
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MO
Financial Advisors at Philip Vongontard, Cfa, LLC
No Advisor Found.
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