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Cgi Plan Advisors, Inc.

● SEC registered since 2020CRD 311275SEC# 801-119874Frazer, PA
Export (members)
Reg. AUM
$211M
Employees
2
Accounts
27
Location
Frazer, PA

Cgi Plan Advisors, Inc. assets under management

Cgi Plan Advisors, Inc. is a registered investment adviser overseen by the SEC based in Frazer, PA. The firm has been registered since 2020. It reports $211 million in regulatory assets under management and employs 2 people.
www.linkedin.com/in/dougpalmerconestogagroupView on SEC.gov ↗

Cgi Plan Advisors, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Douglas Alan Palmer ControlVice PresidentUnder 5%2020
Vance Bradley Palmer ControlPresident & CcoOver 75%2020

Frequently asked questions

How much does Cgi Plan Advisors, Inc. manage?

Cgi Plan Advisors, Inc. reports $211 million in regulatory assets under management on its Form ADV.

How many employees does Cgi Plan Advisors, Inc. have?

Cgi Plan Advisors, Inc. reports 2 employees.

Where is Cgi Plan Advisors, Inc. located?

Cgi Plan Advisors, Inc. is based in Frazer, PA and has been SEC-registered since 2020.

Does Cgi Plan Advisors, Inc. disclose fund performance?

Cgi Plan Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address601 Swedesford Rd,, Swedesford Corporate Center, Frazer, PA 19355
Phone610-854-1420
Fax610-889-9508
Office hours9:00 a.m. To 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary—
Non-discretionary$211M
Total (RAUM)$211M