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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...
Overview
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.
General information
Firm type
Asset Manager
Frequently asked questions
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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