CBIZ Financial Solutions Inc

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CAFR Data
CBIZ Financial Solutions Inc
CRD #16678
SEC #801-56332
CIK #
AUM $381.4 MM (100% Disc, 100% US, 2020-03-30)
Employees61 (87% Investors, 77% Brokers)
Phone216-447-9000
Address6050 Oak Tree Blvd
Cleveland, OH 44131
Source [IAPD] [Website]
Total AUM ($BB)
2016128401999200620132021
Comparable Firms State AUM ($BB)
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Indocam International Investment Services
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Kennedy Capital Advisors Inc
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Retirement Wellness Group LLC
CA 0.4
Sage Asset Mangement LLC
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The Midway Group LP
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Zebedee Capital Ltd
0.3
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