PHILIP VONGONTARD, CFA, LLC
CRD #127938 SEC #801-67108 ST.LOUIS, MO 314-569-2677
SEC Registered
Total AUM
$312.9M
Discretionary
$312.9M
Employees
1
Clients
--
Accounts
215
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $312.9M | $312.9M | $0 | 1 | 0 |
| Mar 2025 | $312.9M | $312.9M | $0 | 1 | 0 |
| Mar 2024 | $287.9M | $287.9M | $0 | 1 | 0 |
| Feb 2023 | $246.7M | $238.7M | $8M | 1 | 0 |
| Feb 2022 | $265.3M | $261.3M | $4M | 1 | 0 |
| Mar 2021 | $221.1M | $221.1M | $0 | 1 | 0 |
| Jun 2020 | $227.3M | $224M | $3.3M | 1 | 0 |
| Feb 2020 | $227.3M | $224M | $3.3M | 1 | 0 |
| Mar 2019 | $179.6M | $176.5M | $3.1M | 1 | 0 |
| Feb 2018 | $181.7M | $178.3M | $3.4M | 1 | 0 |
| May 2017 | $161.5M | $157.8M | $3.7M | 1 | 26 |
| Feb 2017 | $161.5M | $157.8M | $3.7M | 1 | 26 |
| Mar 2016 | $140.4M | $136.3M | $4.1M | 1 | 26 |
| Mar 2015 | $170.9M | $166.9M | $4M | 1 | 26 |
| Feb 2014 | $138.7M | $136M | $2.7M | 1 | 26 |
| Mar 2013 | $149.1M | $146.1M | $3M | 1 | 26 |
| Feb 2012 | $138.7M | $136M | $2.7M | 1 | 26 |
| Mar 2007 | $35.1M | $14.8M | $20.3M | 5 | -- |
DateJul 2025
Total AUM$312.9M
Discretionary$312.9M
Non-Disc.$0
Employees1
Clients0
DateMar 2025
Total AUM$312.9M
Discretionary$312.9M
Non-Disc.$0
Employees1
Clients0
DateMar 2024
Total AUM$287.9M
Discretionary$287.9M
Non-Disc.$0
Employees1
Clients0
DateFeb 2023
Total AUM$246.7M
Discretionary$238.7M
Non-Disc.$8M
Employees1
Clients0
DateFeb 2022
Total AUM$265.3M
Discretionary$261.3M
Non-Disc.$4M
Employees1
Clients0
DateMar 2021
Total AUM$221.1M
Discretionary$221.1M
Non-Disc.$0
Employees1
Clients0
DateJun 2020
Total AUM$227.3M
Discretionary$224M
Non-Disc.$3.3M
Employees1
Clients0
DateFeb 2020
Total AUM$227.3M
Discretionary$224M
Non-Disc.$3.3M
Employees1
Clients0
DateMar 2019
Total AUM$179.6M
Discretionary$176.5M
Non-Disc.$3.1M
Employees1
Clients0
DateFeb 2018
Total AUM$181.7M
Discretionary$178.3M
Non-Disc.$3.4M
Employees1
Clients0
DateMay 2017
Total AUM$161.5M
Discretionary$157.8M
Non-Disc.$3.7M
Employees1
Clients26
DateFeb 2017
Total AUM$161.5M
Discretionary$157.8M
Non-Disc.$3.7M
Employees1
Clients26
DateMar 2016
Total AUM$140.4M
Discretionary$136.3M
Non-Disc.$4.1M
Employees1
Clients26
DateMar 2015
Total AUM$170.9M
Discretionary$166.9M
Non-Disc.$4M
Employees1
Clients26
DateFeb 2014
Total AUM$138.7M
Discretionary$136M
Non-Disc.$2.7M
Employees1
Clients26
DateMar 2013
Total AUM$149.1M
Discretionary$146.1M
Non-Disc.$3M
Employees1
Clients26
DateFeb 2012
Total AUM$138.7M
Discretionary$136M
Non-Disc.$2.7M
Employees1
Clients26
DateMar 2007
Total AUM$35.1M
Discretionary$14.8M
Non-Disc.$20.3M
Employees5
Clients--