Cgi Wealth Advisors, Inc.
● SEC registered since 2020CRD 311273SEC# 801-119875Frazer, PA
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.
Cgi Wealth Advisors, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aaron John Harken Control | President | 10-25% | 2022 |
| Vance Bradley Palmer Control | Vice-President & Cco | Over 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
| Address | Swedesford Corporate Center, 601 Swedesford Road, Frazer, PA 19355 |
| Phone | 610 854-1425 |
| Fax | 610 889-9508 |
| Office hours | 8:00 a.m. To 4:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$129.4M▲ 18%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$129.4Mregulatory AUM
Discretionary $129.4M