The CBIZ INVESTMENT ADVISORY SERVICES is a publicly held investment adviser that advises $11Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. CBIZ INVESTMENT ADVISORY SERVICES is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets increased by 91.56% over the last 5-years.
The Group has been registered with the SEC for 27.39 years and is comprised of 2 filing and 0 relying advisers. They operate out of 23 office locations with their Headquarters at 5959 ROCKSIDE WOODS BLVD N SUITE 600, CLEVELAND, OHIO. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 112 employees comprised of 103 investment and 9 non-investment staff. The total number of Employees decreased by 21.68% over the last 5-years.
Their $11Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 1,028 other accounts. Assets of Pension and Profit Sharing Plans-Private clients own $8.17Bn or 74.27% of Total Assets and Government Entities and Pension Plans own $1.83Bn or 16.61% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 7 types of clients, top clients are Pension and Profit Sharing Plans-Private and Government Entities and Pension Plans.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
CBIZ INVESTMENT ADVISORY SERVICES names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.