CGI PLAN ADVISORS, INC.

FRAZER, Pennsylvania·1 registered advisor·CRD# 311275
SEC# 801-1198740610-854-1420
01

Firm Overview

AUM
$204M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Investment Management
04

Advisors at CGI PLAN ADVISORS, INC.

1 registered advisor
Douglas Alan Palmer
FRAZER, Pennsylvania
05

Office Locations

FRAZER, Pennsylvania
1 advisor

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Data sourced from SEC Form ADV filings. CGI PLAN ADVISORS, INC. (CRD# 311275) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.