CGI PLAN ADVISORS, INC.
CRD #311275 SEC #801-119874 FRAZER, PA 610-854-1420
SEC Registered
Total AUM
$211M
Discretionary
$0
Employees
2
Clients
0
Accounts
27
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $211M | $0 | $211M | 2 | 0 |
| Mar 2024 | $204M | $0 | $204M | 2 | 0 |
| Mar 2023 | $194M | $0 | $194M | 2 | 0 |
| Mar 2022 | $207M | $0 | $207M | 2 | 0 |
| Mar 2021 | $134.5M | $0 | $134.5M | 2 | 0 |
| Dec 2020 | $0 | $0 | $0 | 2 | 0 |
| Oct 2020 | $0 | $0 | $0 | 2 | 0 |
DateApr 2025
Total AUM$211M
Discretionary$0
Non-Disc.$211M
Employees2
Clients0
DateMar 2024
Total AUM$204M
Discretionary$0
Non-Disc.$204M
Employees2
Clients0
DateMar 2023
Total AUM$194M
Discretionary$0
Non-Disc.$194M
Employees2
Clients0
DateMar 2022
Total AUM$207M
Discretionary$0
Non-Disc.$207M
Employees2
Clients0
DateMar 2021
Total AUM$134.5M
Discretionary$0
Non-Disc.$134.5M
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