CBIZ INVESTMENT ADVISORY SERVICES, LLC

5959 Rockside Woods Blvd N
Suite 600
Cleveland, Ohio 44131
Tel: 216-447-9000

About CBIZ INVESTMENT ADVISORY SERVICES, LLC

CBIZ INVESTMENT ADVISORY SERVICES, LLC, formally registered with the SEC as CBIZ INVESTMENT ADVISORY SERVICES, LLC. The firm was established in 02/08/2017. They have over 21 offices throughout the country.

CBIZ INVESTMENT ADVISORY SERVICES, LLC is a Cleveland, Ohio based Financial Planning firm with nearly $8,859,446,751 assets under management, offering retirement planning & investment advisory services to 2257 clients. The firm is staffed with 94 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	286002
SEC#	801-108996
Assets Managed by Firm	$8,859,446,751
No. of Clients	2257
No. of Advisors	94

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops
Other (PERFORMANCE REPORTING, FIDUCIARY SERVICES AND ADMNISTRATIVE SUPPORT SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	2257	$8,859,446,751
Individuals (other than high net worth individuals)	1124	$203,385,889
High net worth individuals	245	$264,134,615
Pension and profit sharing plans	613	$5,523,174,210
Charitable organizations	5	$63,005,416
Corporations or other businesses	10	$27,839,434

More Retirement Planning firms in Cleveland, Ohio:

Firm Name	Assets Under Management	Total Clients	Total Advisors
FORT WASHINGTON INVESTMENT ADVISORS INC 303 Broadway, Suite 1200 Cincinnati, OH, 45202	$79,457,379,980	1444	158
NATIONWIDE FUND ADVISORS 10 West Nationwide Blvd Columbus, OH, 43215	$78,252,229,704	130	135
MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203	$26,738,929,617	39	84

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