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CBIZ INVESTMENT ADVISORY SERVICES, LLC
Tel: 216-447-9000
5959 Rockside Woods Blvd N Suite 600
Cleveland, Ohio 44131
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
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 ADVISEMEN
Firm CRD#:
286002
SEC#:
801-108996
No. of Clients:
2257
Assets under Management
$8,859,446,751
No. of Advisors:
94
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