CBIZ INVESTMENT ADVISORY SERVICES, LLC - Financial Advisor in Ohio, Cleveland

Tel: 216-447-9000 5959 Rockside Woods Blvd N Suite 600 Cleveland, Ohio 44131

About CBIZ INVESTMENT ADVISORY SERVICES, LLC

CBIZ INVESTMENT ADVISORY SERVICES, LLC is a Cleveland, Ohio based financial advisory firm with nearly $8,859,446,751 in assets under management and provides investment advisory services for 2257 clients. There are currently 94 financial advisors at the firm.

General Information

Firm CRD#:

286002

Firm SEC#:

801-108996

Assets Under Management:

$8,859,446,751

No. of Clients:

2257

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops
Other (PERFORMANCE REPORTING, FIDUCIARY SERVICES AND ADMNISTRATIVE SUPPORT SERVICES)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT)

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