Cgi Plan Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Frazer, PA. Its latest Form ADV filing, dated March 31, 2026, reports $261M in regulatory assets under management, 2 employees, and 29 accounts.
Assets Under Management
$261M
Employees
2
Offices
--
Total Clients
29
Primary office
FRAZER, PA
601 SWEDESFORD RD, SWEDESFORD CORPORATE CENTER, FRAZER, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentPension Plans represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pension Plans
100.0%
29
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$261Mas of March 31, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$261M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$261M
Total Accounts29
10Y AUM Change+$261M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee15:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.