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Cgi Wealth Advisors, Inc.

● SEC registered since 2020CRD 311273SEC# 801-119875Frazer, PA
Export (members)
Reg. AUM
$129.4M
Employees
2
Accounts
121
Location
Frazer, PA

Cgi Wealth Advisors, Inc. assets under management

Cgi Wealth Advisors, Inc. is an investment advisory firm registered with the SEC based in Frazer, PA. The firm has been registered since 2020. It reports $129.4 million in regulatory assets under management and employs 2 people.
www.cgiadvisors.comView on SEC.gov ↗

Cgi Wealth Advisors, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Aaron John Harken ControlPresident10-25%2022
Vance Bradley Palmer ControlVice-President & CcoOver 75%2023

Frequently asked questions

How much does Cgi Wealth Advisors, Inc. manage?

Cgi Wealth Advisors, Inc. reports $129.4 million in regulatory assets under management on its Form ADV.

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

Cgi Wealth Advisors, Inc. reports 2 employees.

Where is Cgi Wealth Advisors, Inc. located?

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

Does Cgi Wealth Advisors, Inc. disclose fund performance?

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

Contact & registration

AddressSwedesford Corporate Center, 601 Swedesford Road, Frazer, PA 19355
Phone610 854-1425
Fax610 889-9508
Office hours8:00 a.m. To 4:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$129.4M
Non-discretionary$0
Total (RAUM)$129.4M