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- Custodian
- Altruist
- Clients
- Retail and Institutional
- Platforms
- Peak valueBeacon eagle
- Established Date
- 12-04-2020
- Office Locations
- 1
Office Locations
About CGI Wealth Advisors, Inc.
Founded in 1986, CGI Wealth Advisors (Conestoga) is an independent Pennsylvania firm serving small businesses and individuals with investment advice, personal wealth management, group insurance, and employee benefits. They emphasize objective, transparent product selection and ongoing due diligence, using Morningstar Direct for research and Black Diamond for performance reporting, with optional HR and healthcare advocacy support via Mineral and Personify.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
VANCE BRADLEY PALMER
Chief Compliance Officer, President, Vice President
- CRD
- #708148
- Ownership
- 75% or more
AARON JOHN HARKEN
President
- CRD
- #2777443
- Ownership
- 10% but less than 25%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $129,392,723 | $1,069,361 |
| Non-Discretionary | $0 | -- |
| Total | $129,392,723 | $1,069,361 |
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Separately Managed Accounts
Total SMA Asset: $129,392,723
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $881,585,399 | 25.6% |
| Cash | $719,731,830 | 20.9% |
| Equity - OTC | $895,360,171 | 26.0% |
| Municipal Bonds | $947,015,565 | 27.5% |
| Total | $3,443,692,965 | 100.0% |