Cgi Plan Advisors, Inc.

EST. AUM
$211,000,000

CONTACTS
1

CLIENT ACCOUNTS
27

Firm Details

Metro area Philadelphia
CRD Number 311275
Website cgiadvisors.com
Client types

Overview

CGI Plan Advisors, Inc., operating out of Frazer/Malvern, Pennsylvania, is a boutique RIA specializing in retirement plan advisory. With roughly $204 million in non-discretionary AUM spread across 28 institutional accounts, the firm serves pension and profit-sharing plans. Its fiduciary, independent model emphasizes transparent, tailored client service—delivering investment and plan consulting solutions through a highly focused, client-centric approach.

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Alternative Activity

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Cgi Plan Advisors, Inc.

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