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
601 Swedesford Rd,, Swedesford Corporate Center, Frazer, PA 19355
http://www.cgiadvisors.com
By the Numbers
  • Total Assets Under Management
    204
    MILLION
  • Total Number of Accounts
    28
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Cgi Plan Advisors, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Douglas Palmer, financial advisor Frazer PA
Douglas A. Palmer
CRD#: 5926438
601 Swedesford Rd,, Swedesford Corporate Center, Frazer, PA 19355

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.

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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