Sign in
Create a free account
CBIZ INVESTMENT ADVISORY SERVICES, LLC
CLEVELAND, OH
216-447-9000
SEC #801-108996Total AUM
$12.8B
Employees
93Clients
2,850Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
5959 ROCKSIDE WOODS BLVD N
SUITE 600
CLEVELAND
OH 44131
United States
SUITE 600
CLEVELAND
OH 44131
United States
Operating Hours
9:30 AM - 4:00 PM
Monday - Friday
Monday - Friday
Phone
216-447-9000
Other Offices
23
Financials
Total AUM
$12.8B
Accounts
2,850Discretionary
$12.8B
Accounts
2,850Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
1,382AUM
$312M
HNW Individual Clients
383AUM
$415.2M
Banking Clients
16AUM
$177.8M
Pension/Profit Sharing Plan Clients
730AUM
$8.2B
Charitable Organization Clients
14AUM
$70.5M
Government Entity Clients
243AUM
$1.8B
Corporation or Business Clients
14AUM
$28.1M
Other Clients
68AUM
$1.8B
Description of Other Clients
CHURCHES, SCHOOLS
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPooled Vehicle Portfolio Management
Other Services
PERFORMANCE REPORTING, FIDUCIARY SERVICES AND ADMNISTRATIVE SUPPORT SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
A PERCENTAGE OF ASSETS UNDER ADVISEMENT
Compliance
Disclosures
None reported
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCTNTXUTVAVTWAWIWV
Affiliates
Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.