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Building 2CGI PLAN ADVISORS, INC.

Map pinFRAZER, PA
Phone610-854-1420
NotebookSEC #801-119874
Total AUM
$261M
Employees
2
Clients
29

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
601 SWEDESFORD RD,
SWEDESFORD CORPORATE CENTER
FRAZER
PA 19355
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
610-854-1420

ReceiptFinancials

Total AUM
$261M
Accounts
29
Discretionary
$0
Accounts
0
Non-Discretionary
$261M
Accounts
29

ContactClients

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Pension/Profit Sharing Plan Clients
29
AUM
$261M

Briefcase businessServices

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Services Offered
EducationIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
PA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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