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
Cindy Orr (CRD# 2313966) is an Investment Advisor Representative working at Cbiz Investment Advisory Services, LLC in Kansas City, MO and has over 27 years of experience in the finance industry.
Derek Otremba (CRD# 2875380) is an Investment Advisor Representative working at Cbiz Investment Advisory Services, LLC in Columbia, MD and has over 26 years of experience in the finance industry.
Michael Perdzock (CRD# 2099576) 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.
Anna Rathbun (CRD# 6122122) is an Investment Advisor Representative working at Cbiz Investment Advisory Services, LLC in Cleveland, OH and has 1 year of experience in the finance industry.
Richard Ritzer (CRD# 5873269) is an Investment Advisor Representative working at Cbiz Investment Advisory Services, LLC in Media, PA and has over 13 years of experience in the finance industry.
Karen Roberts (CRD# 4610418) is an Investment Advisor Representative working at Cbiz Investment Advisory Services, LLC in Cleveland, OH and has over 21 years of experience in the finance industry.
Bradley Sieniawski (CRD# 5884236) is an Investment Advisor Representative working at Cbiz Investment Advisory Services, LLC in Cleveland, OH and has 1 year of experience in the finance industry.
Jonathan Squire (CRD# 6284679) is an Investment Advisor Representative working at Cbiz Investment Advisory Services, LLC in Cleveland, OH and has 1 year of experience in the finance industry.
Charles Stout (CRD# 3045307) is an Investment Advisor Representative working at Cbiz Investment Advisory Services, LLC in Cleveland, OH and has over 24 years of experience in the finance industry.
Christopher Tomlinson (CRD# 2877302) is an Investment Advisor Representative working at Cbiz Investment Advisory Services, LLC in Media, PA and has over 27 years of experience in the finance industry.