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Building 2CGI WEALTH ADVISORS, INC.

Map pinFRAZER, PA
Phone610 854-1425
NotebookSEC #801-119875
Total AUM
$129.4M
Employees
2
Clients
121

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
SWEDESFORD CORPORATE CENTER
601 SWEDESFORD ROAD
FRAZER
PA 19355
United States
Operating Hours
8:00 AM TO 4:00 PM
Monday - Friday
Phone
610 854-1425

ReceiptFinancials

Total AUM
$129.4M
Accounts
121
Discretionary
$129.4M
Accounts
121
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
83
AUM
$26.7M
HNW Individual Clients
35
AUM
$96.8M
Pension/Profit Sharing Plan Clients
2
AUM
$4.2M
Corporation or Business Clients
1
AUM
$1.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DENJPA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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