# CGI Wealth Advisors

CGI Wealth Advisors is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **Website:** cgiwealthadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/the-conestoga-group-inc

## Regulatory record

- **CRD number:** 311273
- **SEC file number:** 801-119875
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/311273

## About

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.

## Questions

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

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