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Building 2CBIZ WEALTH MANAGEMENT, LLC

Map pinCLEVELAND, OH
Phone216-447-9000
NotebookSEC #801-71412
Total AUM
$396.6M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6050 OAK TREE BLVD., SUITE 500
CLEVELAND
OH 44131
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
216-447-9000

ReceiptFinancials

Total AUM
$396.6M
Accounts
889
Discretionary
$21.1M
Accounts
93
Non-Discretionary
$375.4M
Accounts
796

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARAZCACODCDEFLGAILKSMAMDMIMNMONCNHNJNVNYOHPATXUTVAWV

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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