CGI PLAN ADVISORS, INC.
  • CGI PLAN ADVISORS, INC.

Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 11/27/2020
ADV Location FRAZER, PA, United States
Contact Info 610 xxxxxxx
Websites
AUM* 261,006,787 28%
of that, discretionary 0
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 9,000,234 24%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm
- Pension consultant

Client Types

- Pension and profit sharing plans

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

261M 224M 186M 149M 112M 75M 37M
2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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