PHILIP VONGONTARD, CFA, LLC

Overview

Philip Vongontard, Cfa, LLC is a single-owner limited liability company formed and SEC-registered in 2006 that provides discretionary portfolio management primarily for individuals, families and small businesses. The firm is owner-operated by Philip Vongontard and charges clients on a percentage-of-assets-under-management basis. Its practice is oriented to private clients rather than institutional mandates; it is not registered as a multi-state adviser, does not act as a capital allocator, and does not market itself as an ESG-focused manager. The advisor’s business activity centers on direct portfolio management rather than related-adviser structures or pension consulting. Services are consistent with a boutique RIA model—hands-on management for a concentrated client base where the adviser retains discretion over client portfolios.

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Public Holdings

Investments & Alternatives