Cgi Plan Advisors, Inc.
Cgi Plan Advisors, Inc. (CRD# 311275) is a financial advisory firm headquartered in Frazer, PA. They manage $204,000,000 in 28 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management204MILLION
-
Total Number of Accounts28ACCOUNTS
-
Average Account Value$7,285,714
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
PA
Financial Advisors at Cgi Plan Advisors, Inc.
1
Douglas Palmer (CRD# 5926438) is an Investment Advisor Representative working at Cgi Plan Advisors, Inc. in Frazer, PA and has over 11 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.