CGI PLAN ADVISORS, INC.
Total AUM
$261M
Employees
2Clients
29Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
601 SWEDESFORD RD,
SWEDESFORD CORPORATE CENTER
FRAZER
PA 19355
United States
SWEDESFORD CORPORATE CENTER
FRAZER
PA 19355
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
610-854-1420
Financials
Total AUM
$261M
Accounts
29Discretionary
$0
Accounts
0Non-Discretionary
$261M
Accounts
29
Clients
Pension/Profit Sharing Plan Clients
29AUM
$261M
Services
Services Offered
EducationIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
PA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.