Cgi Plan Advisors, Inc.
● SEC registered since 2020CRD 311275SEC# 801-119874Frazer, PA
Reg. AUM
$261M
Employees
2
Accounts
29
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 $261 million in regulatory assets under management and employs 2 people.
Cgi Plan Advisors, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Douglas Alan Palmer Control | Vice President | Under 5% | 2020 |
| Vance Bradley Palmer Control | President & Cco | Over 75% | 2020 |
Frequently asked questions
How much does Cgi Plan Advisors, Inc. manage?
Cgi Plan Advisors, Inc. reports $261 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
| Address | 601 Swedesford Rd,, Swedesford Corporate Center, Frazer, PA 19355 |
| Phone | 610-854-1420 |
| Fax | 610-889-9508 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$261M▲ 24%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 66%
Larger than 34% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$261Mregulatory AUM
Discretionary $0Non-discretionary $261M