Cgi Plan Advisors, Inc.
Cgi Plan Advisors, Inc. is an SEC-registered ria in Frazer, PA with $261.0M assets under management (AUM, regulatory AUM), +24% over one year. See who owns Cgi Plan Advisors, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 311275, SEC 801-119874, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $261.0M (2026-03-31)
- Firm type
- Ria
- Location
- Frazer, PA
- Employees
- 2
- Clients
- 29
- CRD
- 311275
- Ownership
- PALMER, DOUGLAS, ALAN; PALMER, VANCE, BRADLEY
How much AUM does Cgi Plan Advisors, Inc. have?
Cgi Plan Advisors, Inc. reported $261.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Cgi Plan Advisors, Inc.?
Disclosed owners and executives of Cgi Plan Advisors, Inc. include PALMER, DOUGLAS, ALAN, PALMER, VANCE, BRADLEY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.