← Tributary

PGIA

CHICAGO, IL · CRD 317365 · IAPD ↗ · perpetual.com · 312-702-0696

$0Regulatory AUM
0Advisory reps
17Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

50
March 2025 — PGIA (CHICAGO, IL) left the SEC roster (was $0 RAUM, 0 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
40
September 2024 — PGIA shrank from 3 to 0 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
60
April 2024 — PGIA crossed $500M in regulatory AUM ($360.2M -> $528.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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