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PHILIP VONGONTARD, CFA, LLC

ST.LOUIS, MO · CRD 127938 · IAPD ↗ · 314-569-2677

$288.5MRegulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
August 2025 — PHILIP VONGONTARD, CFA, LLC now reports custody of client assets ($3.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.