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CGI INVESTMENT ADVISERS LLC
CRD 147655
498 PALM SPRINGS DR. SUITE 100-10, ALTAMONTE SPRINGS, FL, 32701, United States
Phone
407-790-4857
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$6.8M
Discretionary AUM
$6.8M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 19 | $6.8M |
Official SEC filing: View on IAPD