Assets Under Management
$10.5B
Number of Clients
2,658
Number of Advisors
78
Average Client AUM
$3.9M
AUM per Advisor
$134.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
CBIZ Investment Advisory Services (CBIZ IAS) offers investment management to individuals and institutions. Services include private wealth management, third-party strategist portfolios, separately managed accounts, unified managed accounts, custom models, and American Funds portfolios. CBIZ IAS also provides financial planning services.
5959 Rockside Woods Blvd N, Suite 600, Cleveland, OH, 44131