CGI PLAN ADVISORS, INC.
Adviser information for CGI PLAN ADVISORS, INC. last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Pennsylvania, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 0 | $0 |
| Non-Discretionary | 28 | $204.0M |
| Total | 28 | $204.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 28 | $204.0M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPension consulting servicesEducational seminars/workshops |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-119874 |
|---|---|
| SEC ERA File Number | 801-119874 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 311275 |
| Legal Entity Identifier | None |
Principal Office
601 SWEDESFORD RD,SWEDESFORD CORPORATE CENTER
FRAZER
PA
United States
Monday - Friday, 9:00 AM TO 5:00 PM
Tel: 610-854-1420, Fax: 610-889-9508
Chief Compliance Officer
VANCE BRADLEY PALMER
PRESIDENT
601 SWEDESFORD ROAD
SWEDESFORD CORPORATE CENTER
FRAZER
PA
United States
Tel:
6108541420
Fax:
6108899508
B******@**************M
(Full email address available in API data)
Industry Affiliates
| CGI WEALTH ADVISORS, INC. | Other investment adviser, including financial planners |
| THE CONESTOGA GROUP, INC. | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| PALMER, VANCE, BRADLEY | Individual | – | PRESIDENT & CCO | 10/2020 | > 75% |
| PALMER, DOUGLAS, ALAN | Individual | – | VICE PRESIDENT | 10/2020 | < 5% |