Cgi Wealth Advisors, Inc.
Cgi Wealth Advisors, Inc. (CRD# 311273) is a financial advisory firm headquartered in Frazer, PA. They manage $98,938,218 in 111 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management99MILLION
-
Total Number of Accounts111ACCOUNTS
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Average Account Value$891,335
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
DE, NJ, PA
Financial Advisors at Cgi Wealth Advisors, Inc.
1
Aaron Harken (CRD# 2777443) is an Investment Advisor Representative working at Cgi Wealth Advisors, Inc. in Frazer, PA and has over 27 years of experience in the finance industry.
2
Vance Palmer (CRD# 708148) is an Investment Advisor Representative working at Cgi Wealth Advisors, Inc. in Frazer, PA and has over 40 years of experience in the finance industry.
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