Overview
Assets Under Management: $129 million
Headquarters: FRAZER, PA
High-Net-Worth Clients: 35
Average Client Assets: $2.8 million
Frequently Asked Questions
CGI WEALTH ADVISORS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #311273), CGI WEALTH ADVISORS, INC. is subject to fiduciary duty under federal law.
CGI WEALTH ADVISORS, INC. is headquartered in FRAZER, PA.
CGI WEALTH ADVISORS, INC. serves 35 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, CGI WEALTH ADVISORS, INC. offers financial planning and portfolio management for individuals. View all service details ↓
CGI WEALTH ADVISORS, INC. manages $129 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, CGI WEALTH ADVISORS, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 35
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.78%
Average Client Assets: $2.8 million
Total Client Accounts: 121
Discretionary Accounts: 121
Regulatory Filings
CRD Number: 311273
Filing ID: 2089221
Last Filing Date: 2026-03-31 14:03:34