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Home > Retirement Planners > iowa > urbandale > CGI PLAN ADVISORS, INC.
CGI PLAN ADVISORS, INC.
601 Swedesford Rd,
Swedesford Corporate Center
Frazer, Pennsylvania 19355
Tel: 610-854-1420
About CGI PLAN ADVISORS, INC.
CGI PLAN ADVISORS, INC, formally registered with the SEC as CGI PLAN ADVISORS, INC. The firm was established in 11/27/2020. They have over 1 offices throughout the country.
CGI PLAN ADVISORS, INC. is a Frazer, Pennsylvania based Financial Planning firm with nearly $204,000,000 assets under management, offering retirement planning & investment advisory services to 28 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 311275 |
| SEC# | 801-119874 |
| Assets Managed by Firm | $204,000,000 |
| No. of Clients | 28 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 28 | $204,000,000 |
| Pension and profit sharing plans | 28 | $204,000,000 |
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