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
James Ries (CRD# 1595315) is an Investment Advisor Representative working at Cbiz Investment Advisory Services, LLC in Fairborn, OH and has over 36 years of experience in the finance industry.
Anthony Scalfaro (CRD# 5551088) is an Investment Advisor Representative working at Cbiz Investment Advisory Services, LLC in Cleveland, OH and has over 15 years of experience in the finance industry.
Jeffrey Schapel (CRD# 7203803) 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.
Gregory Solley (CRD# 7356764) is an Investment Advisor Representative working at Cbiz Investment Advisory Services, LLC in Philadelphia, PA and has over 3 years of experience in the finance industry.
Blake Stevens (CRD# 6990506) 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.
Matthew Taylor (CRD# 7495794) 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.
Michael Tirney (CRD# 5392469) is an Investment Advisor Representative working at Cbiz Investment Advisory Services, LLC in Cleveland, OH and has over 16 years of experience in the finance industry.
Jennifer Tripp (CRD# 4489691) is an Investment Advisor Representative working at Cbiz Investment Advisory Services, LLC in Cleveland, OH and has over 18 years of experience in the finance industry.