CGI WEALTH ADVISORS, INC.

FRAZER, Pennsylvania·2 registered advisors·CRD# 311273
SEC# 801-1198750610 854-1425
01

Firm Overview

AUM
$99M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CGI WEALTH ADVISORS, INC.

2 registered advisors
Aaron John Harken
FRAZER, Pennsylvania
Vance Bradley Palmer
FRAZER, Pennsylvania
05

Office Locations

FRAZER, Pennsylvania
2 advisors

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Data sourced from SEC Form ADV filings. CGI WEALTH ADVISORS, INC. (CRD# 311273) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.