|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| CGI Plan Advisors Inc
✚
|
|
|---|---|
| CRD # | 311275 |
| SEC # | 801-119874 |
| CIK # | |
| AUM | $211.0 M (2025-04-01) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 610-854-1420 |
| Address | 601 Swedesford Rd, Frazer, PA 19355 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 28 | 211.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 27 | 211.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 27 | 211.0 |
| Total | 27 | 211.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 211.0 | |
| Total | 27 | 211.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Strategic Retirement Advisors LLC
✚
|
CA | 0.2 |
|
Kiplinger Investment Advisors LLC
✚
|
OH | 0.2 |
|
Sierra Pacific Financial Advisors LLC
✚
|
CA | 0.2 |
|
Horizon Financial Services LLC
✚
|
NC | 0.2 |
|
17 Capital Partners LLC
✚
|
AZ | 0.2 |
|
Carolina Financial Advisors Inc
✚
|
NC | 0.2 |
|
Wealthway Financial Advisors
✚
|
VA | 0.2 |
|
Five Talents Financial Management Group LLC
✚
|
IA | 0.2 |
|
MUNN Wealth Management LLC
✚
|
OH | 0.2 |
|
Mission Hills Financial Advisory LLC
✚
|
CA | 0.2 |