# CGI PLAN ADVISORS, INC.

CGI PLAN ADVISORS, INC. of FRAZER, PA is an SEC-registered investment adviser.

## Registration

- CRD: 311275
- Type: SEC-registered investment adviser
- SEC file number: 801-119874
- Location: 601 SWEDESFORD RD,, SWEDESFORD CORPORATE CENTER, FRAZER, PA, 19355
- Phone: 610-854-1420
- Latest filing: 2026-03-31
- Regulatory AUM: $261.0M
- Non-discretionary AUM: $261.0M
- Clients: 2
- Accounts: 29

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: High net worth, Pensions

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Vance Bradley Palmer | PRESIDENT & CCO | — |
| Douglas Alan Palmer | VICE PRESIDENT | — |
| PALMER ROYCE ALAN | VICE PRESIDENT | — |
| PALMER VANCE BRADLEY | PRESIDENT & CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/311275/brochure
- Similar advisers: https://search.stillhousedata.com/firm/311275/similar
- Related entities: https://search.stillhousedata.com/firm/311275/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/311275

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.