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| Happy Holidays!! thanks for using AUM13F!! |
| CBIZ Investment Advisory Services LLC
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| CRD # | 286002 |
| SEC # | 801-108996 |
| CIK # | 0001795934 |
| AUM | $10.5 B (2025-03-27) |
| Employees | 86 (93% Investors, 22% Brokers) |
| Phone | 216-447-9000 |
| Address | 5959 Rockside Woods Blvd N Cleveland, OH 44131 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001795934 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Transdigm Group Inc | 0.0 | ||
| Apple Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,269 | 0.2 |
| (b) Individuals (high net worth individuals) | 397 | 0.4 |
| (c) Banking or thrift institutions | 14 | 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 | 669 | 6.5 |
| (h) Charitable organizations | 6 | 0.0 |
| (i) State or municipal government entities | 215 | 1.4 |
| (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 | 14 | 0.0 |
| (n) Other | 74 | 1.5 |
| Total | 2,658 | 10.5 |
| By Discretionary | ||
| Discretionary | 2,658 | 10.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,658 | 10.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 10.5 | |
| Total | 2,658 | 10.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001795934] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
CBIZ Investment Advisory Services LLC
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|
OH | 10.5 |
|
CBIZ Financial Solutions Inc
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|
OH | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
The Mather Group LLC
✚
|
IL | 11.7 |
|
Ameritas Advisory Services LLC
✚
|
NE | 11.5 |
|
Goldman Sachs Asset Management Singapore PTE Ltd
✚
|
11.0 | |
|
Sentinel Pension Advisors LLC
✚
|
MA | 10.7 |
|
Merit Financial Group LLC
✚
|
GA | 10.6 |
|
Brookstone Capital Management LLC
✚
|
IL | 10.4 |
|
Great Valley Advisor Group LLC
✚
|
DE | 9.7 |
|
Fiduciary Counselling Inc
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|
MN | 9.5 |
|
Advisors Capital Management LLC
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|
NJ | 9.5 |
|
The Ameriflex Group Inc
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|
NV | 9.4 |