Cbiz Investment Advisory Services, LLC
Cbiz Investment Advisory Services, LLC (CRD# 286002) is a financial advisory firm headquartered in Cleveland, OH. They manage $8,859,446,751 in 2,257 accounts and serve the financial needs of clients across 50 states (or territories).
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Total Assets Under Management8,859MILLION
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Total Number of Accounts2,257ACCOUNTS
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Average Account Value$3,925,320
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY
Ian Janecek (CRD# 3190911) is an Investment Advisor Representative working at Cbiz Investment Advisory Services, LLC in Cleveland, OH and has over 20 years of experience in the finance industry.
Brian Jones (CRD# 2153188) is an Investment Advisor Representative working at Cbiz Investment Advisory Services, LLC in Cleveland, OH and has over 32 years of experience in the finance industry.
Alexander Laikos (CRD# 7114073) is an Investment Advisor Representative working at Cbiz Investment Advisory Services, LLC in Cleveland, OH and has over 4 years of experience in the finance industry.
Paula Lewis (CRD# 6785741) is an Investment Advisor Representative working at Cbiz Investment Advisory Services, LLC in Cleveland, OH and has over 6 years of experience in the finance industry.
Joseph Long (CRD# 2716639) is an Investment Advisor Representative working at Cbiz Investment Advisory Services, LLC in Cleveland, OH and has over 23 years of experience in the finance industry.
Robert Longfield (CRD# 2099575) is an Investment Advisor Representative working at Cbiz Investment Advisory Services, LLC in Cleveland, OH and has over 32 years of experience in the finance industry.
Cory McComas (CRD# 5682442) is an Investment Advisor Representative working at Cbiz Investment Advisory Services, LLC in Cleveland, OH and has over 6 years of experience in the finance industry.
Daniel Michels (CRD# 1279170) is an Investment Advisor Representative working at Cbiz Investment Advisory Services, LLC in Cleveland, OH and has over 39 years of experience in the finance industry.
Stanley Milovancev (CRD# 2708228) is an Investment Advisor Representative working at Cbiz Investment Advisory Services, LLC in Cleveland, OH and has over 25 years of experience in the finance industry.
Kalman Muchnick (CRD# 2989071) is an Investment Advisor Representative working at Cbiz Investment Advisory Services, LLC in Cleveland, OH and has over 26 years of experience in the finance industry.