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Home > Retirement Planners > pennsylvania > frazer > CGI WEALTH ADVISORS, INC.
CGI WEALTH ADVISORS, INC.
Swedesford Corporate Center
601 Swedesford Road
Frazer, Pennsylvania 19355
Tel: 610 854-1425
About CGI WEALTH ADVISORS, INC.
CGI WEALTH ADVISORS, INC, formally registered with the SEC as CGI WEALTH ADVISORS, INC. The firm was established in 12/04/2020. They have over 1 offices throughout the country.
CGI WEALTH ADVISORS, INC. is a Frazer, Pennsylvania based Financial Planning firm with nearly $109,869,467 assets under management, offering retirement planning & investment advisory services to 111 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 311273 |
| SEC# | 801-119875 |
| Assets Managed by Firm | $109,869,467 |
| No. of Clients | 111 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 111 | $109,869,467 |
| Individuals (other than high net worth individuals) | 76 | $26,021,933 |
| High net worth individuals | 32 | $79,084,891 |
| Pension and profit sharing plans | 2 | $3,539,368 |
| Corporations or other businesses | 1 | $1,223,275 |
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|---|---|---|---|
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| $194,796,322,013 | 93301 | 411 |
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