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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 1, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| PALMER, DOUGLAS, ALAN | I | VICE PRESIDENT | NA | Control |
| PALMER, DOUGLAS, ALAN | I | VICE PRESIDENT | NA | Control |
| PALMER, DOUGLAS, ALAN | I | VICE PRESIDENT | NA | Control |
| PALMER, DOUGLAS, ALAN | I | VICE PRESIDENT | NA | Control |
| PALMER, DOUGLAS, ALAN | I | VICE PRESIDENT | NA | Control |
| PALMER, DOUGLAS, ALAN | I | VICE PRESIDENT | NA | Control |
| PALMER, DOUGLAS, ALAN | I | VICE PRESIDENT | NA | Control |
| PALMER, VANCE, BRADLEY | I | PRESIDENT & CCO | E | Control |
| PALMER, VANCE, BRADLEY | I | PRESIDENT & CCO | E | Control |
| PALMER, VANCE, BRADLEY | I | PRESIDENT & CCO | E | Control |
| PALMER, VANCE, BRADLEY | I | PRESIDENT & CCO | E | Control |
| PALMER, VANCE, BRADLEY | I | PRESIDENT & CCO | E | Control |
| PALMER, VANCE, BRADLEY | I | PRESIDENT & CCO | E | Control |
| PALMER, VANCE, BRADLEY | I | PRESIDENT & CCO | E | Control |
Registrations
Federal
IA
Apr 1, 2025 REGISTERED
Notice Filings (1)
PA
Address
601 SWEDESFORD RD,SWEDESFORD CORPORATE CENTER
FRAZER, PA 19355
United States
Phone: 610-854-1420