|
⚲
|
| CBIZ Investment Advisory Services LLC
✚
| |
|---|---|
| CRD # | 286002 |
| SEC # | 801-108996 |
| CIK # | 0001795934 |
| AUM | $8.9 BB (2024-08-09) |
| Employees | 94 (91% Investors, 20% Brokers) |
| Phone | 216-447-9000 |
| Address | 5959 Rockside Woods Blvd N Cleveland, OH 44131 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| TDG | 29.1 | 0.0 | |
| AAPL | 2,382.8 | 0.0 | |
| MSFT | 1,918.2 | 0.0 | |
| CSCO | 178.3 | 0.0 | |
| AMZN | 1,093.0 | 0.0 | |
| LLY | 301.8 | 0.0 | |
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,124 | 0.2 |
| (b) Individuals (high net worth individuals) | 245 | 0.3 |
| (c) Banking or thrift institutions | 12 | 0.2 |
| (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 | 613 | 5.5 |
| (h) Charitable organizations | 5 | 0.1 |
| (i) State or municipal government entities | 182 | 1.1 |
| (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 | 10 | 0.0 |
| (n) Other | 66 | 1.5 |
| Total | 2,257 | 8.9 |
| By Discretionary | ||
| Discretionary | 2,257 | 8.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,257 | 8.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 8.9 | |
| Total | 2,257 | 8.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001795934] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
CBIZ Investment Advisory Services LLC
✚
|
OH | 8.9 |
|
CBIZ Financial Solutions Inc
✚
|
OH | 0.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Fiduciary Counselling Inc
✚
|
MN | 9.5 |
|
Bleakley Financial Group LLC
✚
|
NJ | 9.2 |
|
Vontobel Swiss Financial Advisers AG
✚
|
9.0 | |
|
Sentinel Pension Advisors Inc
✚
|
MA | 9.0 |
|
Forvis Mazars Wealth Advisors LLC
✚
|
MO | 8.9 |
|
GW & Wade LLC
✚
|
MA | 8.9 |
|
Brookstone Capital Management LLC
✚
|
IL | 8.8 |
|
Sentry Management Inc
✚
|
TX | 8.5 |
|
Planmember Securities Corporation
✚
|
CA | 8.3 |
|
CliftonLarsonAllen Wealth Advisors LLC
✚
|
MN | 8.0 |