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CBIZ RETIREMENT PLAN ADVISORY SERVICES
CBIZ FINANCIAL SOLUTIONS, INC.
CRD 16678 · SEC 801-56332
5959 ROCKSIDE WOODS BLVD N, SUITE 600, CLEVELAND, OH, 44131, United States
Phone
216-447-9000
Fax
216-447-9007
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$8.9M
Discretionary AUM
$8.9M
Team
19 total employees; 16 advisory reps; 7 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions; A PERCENTAGE OF ASSETS UNDER ADVISEMENT
Org form
Corporation
Filing date
2026-03-05
Disciplinary history
No
Services
Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Pension/profit sharing plans | 11 | $8.9M |
States served
AZ, CA, CO, DC, IL, IN, IA, KS, MD, MA, MI, MN, NV, NJ, NY, OH, PA, SC, TN, UT, VA, WV, MO, TX, CT, FL
Official SEC filing: View on IAPD