CGI Wealth Advisors

CGI Wealth Advisors is a registered investment advisor with a minimal public profile and no disclosed AUM, principals, or investment strategy.

CGI Wealth Advisors

CGI Wealth Advisors, Inc. is an SEC-registered investment adviser in Frazer, PA, registered since 2020. The firm manages approximately $129 million in regulatory assets. It has 2 employees and 2 investment advisers.

Website

cgiwealthadvisors.com

linkedin.com/company/the-conestoga-group-inc

General information

Firm type

Asset Manager

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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Is CGI Wealth Advisors registered with the SEC or a state regulator?

CGI Wealth Advisors, Inc. is registered as an investment advisory firm. The exact regulatory oversight layer — whether by the U.S. Securities and Exchange Commission or a state securities regulator — is determined by its regulatory assets under management, a figure not publicly confirmed. Checking the SEC's Investment Adviser Public Disclosure database would clarify its current registration status and any disciplinary history.

What is CGI Wealth Advisors' investment philosophy?

The firm's investment philosophy is not publicly documented. Without a website, published thought leadership, or media coverage, there is no verifiable information on whether it favors active or passive strategies, fundamental or quantitative analysis, or a particular asset-allocation framework. Its approach remains known only to its clients.

Who are the portfolio managers at CGI Wealth Advisors?

The identities of the firm's portfolio managers and investment committee members are not a matter of public record. Standard sources including the firm's website, LinkedIn, and industry databases do not surface current principal biographies, making it impossible to attribute investment decisions to specific individuals.

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