CGI INVESTMENT ADVISERS LLC

CGI INVESTMENT ADVISERS LLC of ALTAMONTE SPRINGS, FL is an SEC-registered investment adviser (CRD 147655). Regulatory assets under management: $6.8M.

Registration

• CRD: 147655
• Type: Registered investment adviser
• Location: 498 PALM SPRINGS DR. SUITE 100-10, ALTAMONTE SPRINGS, FL, 32701
• Phone: 407-790-4857
• Latest filing: 2026-03-30
• Regulatory AUM: $6.8M
• Discretionary AUM: $6.8M
• Clients: 1
• Accounts: 19

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 147655 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search