CGI PLAN ADVISORS, INC.

CGI Plan Advisors, Inc. is an RIA with no public disclosure of principals, strategy, or AUM. Limited available information.

CGI PLAN ADVISORS, INC.

CGI Plan Advisors, Inc. is an SEC-registered investment adviser in Frazer, PA, registered since 2020. The firm manages approximately $261 million in regulatory assets. It has 2 employees and 2 investment advisers.

linkedin.com/company/vbradpalmer

General information

Firm type

RIA

Year founded

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AUM

Undisclosed

Location

Region

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Country

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City

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Corporate office

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What is CGI Plan Advisors, Inc.'s regulatory status?

CGI Plan Advisors, Inc. is registered as an investment adviser with the SEC (per SEC ADV filing). The firm's registration indicates it manages client assets under a fiduciary standard, but no additional details about its investment strategy or clients are publicly available.

Does CGI Plan Advisors, Inc. disclose any team members or principals?

No named principals or team members have been publicly identified through SEC filings, media coverage, or firm marketing materials. The firm does not maintain a public LinkedIn presence or website listing personnel.

What investment strategies does CGI Plan Advisors, Inc. employ?

No specific investment strategies are disclosed in public records. The firm's SEC registration suggests it offers discretionary asset management, but the asset classes, geographic focus, or stage preferences are not documented.

Is CGI Plan Advisors, Inc. a family office?

The firm's classification is unclear. It is registered as a traditional RIA, which could serve high-net-worth individuals, families, or institutional clients. Without public disclosure, its status as a family office cannot be confirmed.

What is the firm's AUM or deployment capacity?

CGI Plan Advisors, Inc. does not publicly report AUM or deployment numbers (per SEC filings). The firm has not disclosed its regulatory assets under management in any accessible filing.

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