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
Emily Erhart (CRD# 7114493) 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.
David Falcone (CRD# 6504485) is an Investment Advisor Representative working at Cbiz Investment Advisory Services, LLC in Kansas City, MO and has over 5 years of experience in the finance industry.
Miles Fortas (CRD# 4348768) is an Investment Advisor Representative working at Cbiz Investment Advisory Services, LLC in Cleveland, OH and has over 3 years of experience in the finance industry.
Christina Gage (CRD# 7476188) is an Investment Advisor Representative working at Cbiz Investment Advisory Services, LLC in Cleveland, OH and has over 2 years of experience in the finance industry.
James Harmon (CRD# 1903786) 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.
Joshua Jones (CRD# 7368687) is an Investment Advisor Representative working at Cbiz Investment Advisory Services, LLC in Independence, OH and has over 2 years of experience in the finance industry.
John Lupica (CRD# 7194926) is an Investment Advisor Representative working at Cbiz Investment Advisory Services, LLC in Cleveland, OH and has over 3 years of experience in the finance industry.
Justin Newton (CRD# 6925731) is an Investment Advisor Representative working at Cbiz Investment Advisory Services, LLC in Cleveland, OH and has over 2 years of experience in the finance industry.
Joseph Nitting (CRD# 7502717) 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.
Zachary Pierce (CRD# 7520594) is an Investment Advisor Representative working at Cbiz Investment Advisory Services, LLC in Kansas City, MO and has 1 year of experience in the finance industry.