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CGI WEALTH ADVISORS, INC.
CRD 311273 · SEC 801-119875
SWEDESFORD CORPORATE CENTER, 601 SWEDESFORD ROAD, FRAZER, PA, 19355, United States
Phone
610 854-1425
Fax
610 889-9508
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$129.4M
Discretionary AUM
$129.4M
Team
2 total employees; 2 advisory reps; 3 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 83 | $26.7M |
| High net worth individuals | 35 | $96.8M |
| Pension/profit sharing plans | 2 | $4.2M |
| Corporations/business entities | 1 | $1.7M |
States served
DE, NJ, PA
All web addresses on file
Official SEC filing: View on IAPD