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Cgm Advisors, Inc. (Radnor)


Cgm Advisors, Inc. is a pension cosultant based in Radnor. It manages $15 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Pennsylvania.

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Cgm Advisors provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Cgm Advisors: assets under management

The assets under management (AUM) of Cgm Advisors, Inc. is $15 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 67% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $15 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $15 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Cgm Advisors, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Radnor

The principal office where Cgm Advisors, Inc. performs its advisory services is located at 123 West Wayne Avenue, Radnor, PA 19087, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 610-989-9090 or by fax 610-989-9092. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.cgmadvisors.com.


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