CGI WEALTH ADVISORS, INC.
Tel: 610 854-1425 Swedesford Corporate Center 601 Swedesford Road Frazer, Pennsylvania 19355
About CGI WEALTH ADVISORS, INC.
CGI WEALTH ADVISORS, INC. is a Frazer, Pennsylvania based financial advisory firm with nearly $109,869,467 in assets under management and provides investment advisory services for 111 clients. There are currently 2 financial advisors at the firm.
General Information
Firm CRD#:
311273
Firm SEC#:
801-119875
Assets Under Management:
$109,869,467
No. of Clients:
111
No. of Advisors:
2
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
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