CRD: 147655
CGI Investment Advisers LLC
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 09-24-2008
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 19 clients, or 19 clients per representative. That equates to $357.9K in reported AUM per client.
The profile lists 1 reported office location and 17 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Custodian
- Platform
- Services
- Technology
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The full CGI Investment Advisers LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
CHRISTOPHER CHARLES GRIMONT SR
Investment Advisor Representative, Managing Member
- CRD
- #2130767
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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Unlock allAssets Under Management
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
SMA allocation detail is available
CGI Investment Advisers LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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