CGI WEALTH ADVISORS, INC.

RIASEC RegisteredEst. 2020

Total AUM

$129M

Discretionary

$129M

100% of AUM

Avg account

$1.1M

Accounts

121

Employees

Advisory reps

Firm details

Headquarters: FRAZER, Pennsylvania
CRD number: 311273
Registered since: December 4, 2020
Website: cgiadvisors.com
Custodians: ALTRUIST FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI74.78%
Individuals20.65%
Pension & Profit Sharing Plans3.27%
Corporations / Businesses1.3%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

CGI Wealth Advisors, Inc. is an independent registered investment adviser, SEC-registered in 2020 and owned by an individual. The firm focuses on financial planning and discretionary portfolio management for individuals, families and small business clients, and it supplements advisory services with insurance brokerage capabilities. Its mandate is equity-oriented, with a clear preference for exchange-traded equities as the core of client portfolios, while also incorporating mutual funds and selected alternative investments to complement and diversify holdings. CGI Wealth Advisors is not positioned as a capital allocator or pension consultant; instead it implements client allocations directly and via third-party managers for alternative exposures.