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CGI PLAN ADVISORS, INC.
CRD 311275File 801-119874
APPROVED
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$261.0M
Below cohort median (national)
Discretionary AUM
$0
Non-discretionary $261.0M
Clients
29
29 accounts
Employees
2
Below cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Nov 27, 2020
- Principal office
- 601 SWEDESFORD RD,, SWEDESFORD CORPORATE CENTER, FRAZER, PA, 19355
- Phone
- 610-854-1420
- Website
- http://www.cgiadvisors.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $261.0M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $261.0M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 29
- Total accounts
- 29
- AUM per client
- $9.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 29 | $261.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.