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President & CCO · CGI Plan Advisors, Inc.

Vance B. Palmer

CRD 708148 · Named on Form ADV at 2 SEC-registered advisers

At a glance

CGI Plan Advisors, Inc., an SEC-registered asset manager based in Frazer, PA with $261 million in regulatory assets, lists Vance B. Palmer on its Form ADV as President & CCO, a control person. The SEC filings also name Vance at 1 other registered adviser.

Firms and roles

AtlasMembers

Vance’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Vance’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.