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PARKERGALE, LLC

CHICAGO, IL · CRD 284237 · IAPD ↗ · 312-698-6300

$719.1MRegulatory AUM
9Advisory reps
14Employees
0Clients
n/aPlanning clients
3Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

49
April 2025 — PARKERGALE, LLC reported RAUM up 33% ($547.3M -> $726.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
38
April 2024 — PARKERGALE, LLC shrank from 14 to 9 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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