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| Keyboard |
| CBIZ Financial Solutions Inc
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|---|---|
| CRD # | 16678 |
| SEC # | 801-56332 |
| CIK # | |
| AUM | 8.9 M (2026-03-05) |
| Employees | 19 (84% Investors, 74% Brokers) |
| Fees | |
| Minimum | |
| Phone | 216-447-9000 |
| Address | 5959 Rockside Woods Blvd N Cleveland, OH 44131 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 11 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 11 | 0.0 |
| By Discretionary | ||
| Discretionary | 11 | 0.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 11 | 0.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.0 | |
| Total | 11 | 0.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Clients | 7 |
| Serves | Institutional, Research |
| Related Firms | State | AUM |
|---|---|---|
|
CBIZ Investment Advisory Services LLC
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|
OH | 12.76 B |
|
CBIZ Financial Solutions Inc
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|
OH | 8.9 M |
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