CGI PLAN ADVISORS, INC.

CGI PLAN ADVISORS, INC. of FRAZER, PA is an SEC-registered investment adviser (CRD 311275). Regulatory assets under management: $261.0M.

Registration

• CRD: 311275
• SEC file number: 801-119874
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 311275 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search