|
⚲
|
| CGI Wealth Advisors Inc
✚
|
|
|---|---|
| CRD # | 311273 |
| SEC # | 801-119875 |
| CIK # | |
| AUM | $109.9 M (2025-01-21) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 610-854-1425 |
| Address | Swedesford Corporate Center Frazer, PA 19355 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 76 | 26.0 |
| (b) Individuals (high net worth individuals) | 32 | 79.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 3.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 1.2 |
| (n) Other | 0 | 0.0 |
| Total | 111 | 109.9 |
| By Discretionary | ||
| Discretionary | 111 | 109.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 111 | 109.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 109.9 | |
| Total | 111 | 109.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sound Financial Management Inc
✚
|
NC | 0.1 |
|
Sasser Investment Management Inc
✚
|
CA | 0.1 |
|
Strongtower Wealth Management PLC
✚
|
AR | 0.1 |
|
Artesa Financial Group LLC
✚
|
TX | 0.1 |
|
Middleton & Company
✚
|
WA | 0.1 |
|
Broadhurst Financial Advisors Inc
✚
|
PA | 0.1 |
|
Kuehne Christopher
✚
|
0.1 | |
|
Weinstat Wealth Management Inc
✚
|
0.1 | |
|
Personalized Financial Solutions LLC
✚
|
FL | 0.1 |
|
True Coastal Capital LLC
✚
|
GA | 0.1 |