# CGI PLAN ADVISORS, INC.

CGI PLAN ADVISORS, INC. is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/vbradpalmer

## Regulatory record

- **CRD number:** 311275
- **SEC file number:** 801-119874
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/311275

## About

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.

## Questions

### 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 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.

## Related profiles

- [CGI Wealth Advisors, Inc.](https://altss.com/profile/cgi-wealth-advisors-inc)
- [FOURSIXTHREE CAPITAL LP](https://altss.com/profile/foursixthree-capital-lp)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/cgi-plan-advisors-inc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology