Key facts
- CGI WEALTH ADVISORS, INC. is a other based in FRAZER, PA.
- CGI WEALTH ADVISORS, INC. has 1 fund on record, raising $3.1M across the 1 that report a size.
Registered with the SEC
Form ADV · 2026-03 · CRD 311273- Regulatory AUM
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- Private fund assets
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- Private funds
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- Staff
- 2
- Registered office
- FRAZER, PA
- SEC status
- Approved
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for CGI WEALTH ADVISORS, INC. are on record yet. Positions surface from round participations, filings, and coverage.
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Funds
1 recorded- CGI WEALTH MANAGEMENT FUND I, LP2023$3.1M
$3.1M raised across the 1 fund that report a size