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CGI PLAN ADVISORS, INC.
CRD 311275 · SEC 801-119874
601 SWEDESFORD RD,, SWEDESFORD CORPORATE CENTER, FRAZER, PA, 19355, United States
Phone
610-854-1420
Fax
610-889-9508
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$261.0M
Discretionary AUM
$0
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Pension/profit sharing plans | 29 | $261.0M |
States served
PA
All web addresses on file
Official SEC filing: View on IAPD