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CBIZ RETIREMENT PLAN ADVISORY SERVICES
5959 Rockside Woods Blvd N
Suite 600
Cleveland, Ohio 44131
Tel: 216-447-9000
About CBIZ RETIREMENT PLAN ADVISORY SERVICES
CBIZ RETIREMENT PLAN ADVISORY SERVICES, formally registered with the SEC as CBIZ RETIREMENT PLAN ADVISORY SERVICES. The firm was established in 03/18/1999. They have over 7 offices throughout the country.
CBIZ RETIREMENT PLAN ADVISORY SERVICES is a Cleveland, Ohio based Financial Planning firm with nearly $41,129,729 assets under management, offering retirement planning & investment advisory services to 32 clients. The firm is staffed with 24 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 16678 |
| SEC# | 801-56332 |
| Assets Managed by Firm | $41,129,729 |
| No. of Clients | 32 |
| No. of Advisors | 24 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Commission Based
- Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT)
Advisory Services Provided
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 32 | $41,129,729 |
| Pension and profit sharing plans | 32 | $41,129,729 |
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|---|---|---|---|
| $651,482,000,000 | 62140 | 4565 | |
| $14,371,072,726 | 37 | 37 | |
| $13,961,190,744 | 9 | 48 | |
| $12,356,541,464 | 8945 | 236 | |
| $10,409,129,905 | 208 | 42 |
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