CGI WEALTH ADVISORS, INC.

CGI WEALTH ADVISORS, INC. of FRAZER, PA is an SEC-registered investment adviser (CRD 311273). Regulatory assets under management: $129.4M.

Registration

• CRD: 311273
• SEC file number: 801-119875
• Type: Registered investment adviser
• Location: SWEDESFORD CORPORATE CENTER, 601 SWEDESFORD ROAD, FRAZER, PA, 19355
• Phone: 610 854-1425
• Latest filing: 2026-03-31
• Regulatory AUM: $129.4M
• Discretionary AUM: $129.4M
• Clients: 2
• Accounts: 121

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 311273 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search