RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
Pennsylvania
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jan 12, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
PALMER, VANCE, BRADLEYIPRESIDENT & CCOE Control
PALMER, VANCE, BRADLEYIPRESIDENT & CCOE Control
PALMER, VANCE, BRADLEYIPRESIDENT & CCOE Control
PALMER, VANCE, BRADLEYIPRESIDENT & CCOE Control
PALMER, VANCE, BRADLEYIPRESIDENT & CCOE Control
PALMER, VANCE, BRADLEYIPRESIDENT & CCOE Control
PALMER, VANCE, BRADLEYIVICE-PRESIDENT & CCOE Control
PALMER, VANCE, BRADLEYIVICE-PRESIDENT & CCOE Control
PALMER, VANCE, BRADLEYIVICE-PRESIDENT & CCOE Control
PALMER, VANCE, BRADLEYIVICE-PRESIDENT & CCOE Control
PALMER, VANCE, BRADLEYIVICE-PRESIDENT & CCOE Control
HARKEN, AARON, JOHNIVICE PRESIDENTB Control
HARKEN, AARON, JOHNIVICE PRESIDENTB Control
HARKEN, AARON, JOHNIVICE PRESIDENTB Control
HARKEN, AARON, JOHNIVICE PRESIDENTB Control
HARKEN, AARON, JOHNIVICE PRESIDENTB Control
HARKEN, AARON, JOHNIVICE PRESIDENTB Control
HARKEN, AARON, JOHNIPRESIDENTB Control
HARKEN, AARON, JOHNIPRESIDENTB Control
HARKEN, AARON, JOHNIPRESIDENTB Control
HARKEN, AARON, JOHNIPRESIDENTB Control
HARKEN, AARON, JOHNIPRESIDENTB Control

Registrations

Federal

IA
Jan 12, 2025 REGISTERED

Notice Filings (3)

DE NJ PA

Address

SWEDESFORD CORPORATE CENTER
601 SWEDESFORD ROAD
FRAZER, PA 19355
United States
Phone: 610 854-1425