CGI WEALTH ADVISORS, INC.
CRD #311273 SEC #801-119875 FRAZER, PA 610 854-1425
SEC Registered
Total AUM
$98.9M
Discretionary
$98.9M
Employees
2
Clients
10
Accounts
111
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $109.9M | $109.9M | $0 | 2 | 7 |
| Jan 2025 | $98.9M | $98.9M | $0 | 2 | 5 |
| Mar 2024 | $98.9M | $98.9M | $0 | 2 | 5 |
| Mar 2023 | $90.2M | $90.2M | $0 | 2 | 114 |
| Mar 2022 | $104.4M | $104.4M | $0 | 2 | 108 |
| Mar 2021 | $78.1M | $78.1M | $0 | 2 | 108 |
| Feb 2021 | $0 | $0 | $0 | 2 | 0 |
| Dec 2020 | $0 | $0 | $0 | 2 | 0 |
| Dec 2020 | $0 | $0 | $0 | 2 | 0 |
| Oct 2020 | $0 | $0 | $0 | 2 | 0 |
DateJan 2025
Total AUM$109.9M
Discretionary$109.9M
Non-Disc.$0
Employees2
Clients7
DateJan 2025
Total AUM$98.9M
Discretionary$98.9M
Non-Disc.$0
Employees2
Clients5
DateMar 2024
Total AUM$98.9M
Discretionary$98.9M
Non-Disc.$0
Employees2
Clients5
DateMar 2023
Total AUM$90.2M
Discretionary$90.2M
Non-Disc.$0
Employees2
Clients114
DateMar 2022
Total AUM$104.4M
Discretionary$104.4M
Non-Disc.$0
Employees2
Clients108
DateMar 2021
Total AUM$78.1M
Discretionary$78.1M
Non-Disc.$0
Employees2
Clients108
DateFeb 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateDec 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateDec 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateOct 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0