CGI PLAN ADVISORS, INC.
SEC Form ADV profile.
Total regulatory AUM
$261,006,787
Discretionary
$0
Non-discretionary
$261,006,787
Firm details
- CRD number
- 311275
- SEC file number
- 801-119874
- Main office
- FRAZER, PA, United States
- Employees
- 2
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.