Cgi Wealth Advisors, Inc.
Cgi Wealth Advisors, Inc. is an SEC-registered wealth manager in Frazer, PA with $129.4M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Cgi Wealth Advisors, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 311273, SEC 801-119875, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $129.4M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- Frazer, PA
- Employees
- 2
- Clients
- 121
- CRD
- 311273
- Ownership
- PALMER, VANCE, BRADLEY; HARKEN, AARON, JOHN
How much AUM does Cgi Wealth Advisors, Inc. have?
Cgi Wealth Advisors, Inc. reported $129.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Cgi Wealth Advisors, Inc.?
Disclosed owners and executives of Cgi Wealth Advisors, Inc. include PALMER, VANCE, BRADLEY, HARKEN, AARON, JOHN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.