CGI PLAN ADVISORS, INC.
Tel: 610-854-1420 601 Swedesford Rd, Swedesford Corporate Center Frazer, Pennsylvania 19355
About CGI PLAN ADVISORS, INC.
CGI PLAN ADVISORS, INC. is a Frazer, Pennsylvania based financial advisory firm with nearly $204,000,000 in assets under management and provides investment advisory services for 28 clients. There are currently 2 financial advisors at the firm.
General Information
Firm CRD#:
311275
Firm SEC#:
801-119874
Assets Under Management:
$204,000,000
No. of Clients:
28
No. of Advisors:
2
Advisory Services Provided:
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Education seminars/workshops
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
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