CBIZ INVESTMENT ADVISORY SERVICES, LLC
SEC Form ADV profile.
Total regulatory AUM
$12,762,169,497
Discretionary
$12,762,169,497
Non-discretionary
$0
Firm details
- CRD number
- 286002
- SEC file number
- 801-108996
- Main office
- CLEVELAND, OH, United States
- Employees
- 93
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees Other
As of October 2026.