CBIZ Investment Advisory Services is an investment advisor in Cleveland with $7.05 bn assets under management.
Company profile
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
813968784
SEC advisor number
801-108996
FINRA CRD number
286002
AUM ?
$8.86 bn
(as of 22 Mar 24)
Accounts
2,257
(as of 22 Mar 24)
Employees
94
(86 investment advisory or research)
Address
CBIZ Investment Advisory Services
6050 OAK TREE BLVD
SUITE 500
CLEVELAND
OH 44131
6050 OAK TREE BLVD
SUITE 500
CLEVELAND
OH 44131
Phone
2165257018
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
9 Feb 24
13F-HR
Quarterly holdings report by institutional manager
3 Nov 23
13F-HR
Quarterly holdings report by institutional manager
8 Aug 23
13F-HR
Quarterly holdings report by institutional manager
9 May 23
13F-HR
Quarterly holdings report by institutional manager
1 Feb 23
13F-HR
Quarterly holdings report by institutional manager
1 Nov 22
13F-HR
Quarterly holdings report by institutional manager
2 Aug 22
13F-HR
Quarterly holdings report by institutional manager
3 May 22
13F-HR
Quarterly holdings report by institutional manager
11 Feb 22
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21