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
Swedesford Corporate Center, 601 Swedesford Road, Frazer, PA 19355
http://www.cgiadvisors.com
By the Numbers
  • Total Assets Under Management
    99
    MILLION
  • Total Number of Accounts
    111
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

DE, NJ, PA

Financial Advisors at Cgi Wealth Advisors, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Aaron Harken, financial advisor Frazer PA
Aaron J. Harken
CRD#: 2777443
Swedesford Corporate Center, 601 Swedesford Road, Frazer, PA 19355

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, financial advisor Frazer PA
Vance B. Palmer
CRD#: 708148
Swedesford Corporate Center, 601 Swedesford Road, Frazer, PA 19355

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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