CRD: 147655
CGI Investment Advisers LLC
$6.8M Total AUM
$6.8M Disc. AUM
-- 3Y CAGR
1 Employees
19 ADV. Clients
17 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-24-2008
- Office Locations
- 1
Office Locations
498 Palm Springs Dr. Suite 100-10 Altamonte Springs FL
About CGI Investment Advisers LLC
CGI Investment Advisers / CGI Insurance Group serves families and small businesses with insurance planning alongside investment advice, including IRA accounts and managed portfolios. The practice appears ETF-centric and retail-focused, positioning it as a hybrid insurance-and-investments shop for business owners seeking coordinated coverage and long-term growth guidance.
Team overview
-- AVG AGE
$6.8M AVG AUM / ADVISOR
$357.9K AVG AUM / CLIENT
17.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Custodian
Available
Services
Available
Owner & Executives
C
CHRISTOPHER CHARLES GRIMONT SR
Investment Advisor Representative, Managing Member
- CRD
- #2130767
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,800,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,800,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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