CGI WEALTH ADVISORS, INC.
SEC Form ADV profile.
Total regulatory AUM
$129,392,723
Discretionary
$129,392,723
Non-discretionary
$0
Firm details
- CRD number
- 311273
- SEC file number
- 801-119875
- Main office
- FRAZER, PA, United States
- Employees
- 2
- SEC status
- Approved
- Website
- http://www.cgiadvisors.com
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.