CGI PLAN ADVISORS, INC.
Frazer, United States · CRD 311275
SEC-registered investment adviser since 2020 · corporation. It files no 13F, so there are no holdings to show.
- Assets managed$261.0m
- Main clients (by assets)Pension plans 100%
- Form ADV · 2026-03-31SEC adviser record
- Kindinstitutions
- Others nearbyMalvern, PA
As an employer
- Staff (Form ADV)2 · 2 in investment roles
- Offices in1 country