CGI WEALTH ADVISORS, INC.
  • CGI WEALTH ADVISORS, INC.

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Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 12/04/2020
ADV Location FRAZER, PA, United States
Contact Info 610 xxxxxxx
Websites
AUM* 129,392,723 31%
of that, discretionary 129,392,723 31%
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 1,069,361 20%
% High Net Worth 28.93% 26%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

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

Reported AUM

129M 111M 92M 74M 55M 37M 18M
2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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