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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