CBIZ INVESTMENT ADVISORY SERVICES, LLC

CLEVELAND, Ohio·3 registered advisors·CRD# 286002
SEC# 801-10899620216-447-9000
01

Firm Overview

AUM
$8.9B
Regulatory assets under management
Employees
94
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: A PERCENTAGE OF ASSETS UNDER ADVISEMENT
03

Specialties

Financial PlanningInvestment ManagementRetirement PlanningWealth Management
04

Advisors at CBIZ INVESTMENT ADVISORY SERVICES, LLC

3 registered advisors
Brian Edward Dean
CLEVELAND, Ohio
CFA
Christopher Mark Brown
CLEVELAND, Ohio
Stanley Donald Milovancev
CLEVELAND, Ohio
05

Office Locations

CLEVELAND, Ohio
3 advisors

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Data sourced from SEC Form ADV filings. CBIZ INVESTMENT ADVISORY SERVICES, LLC (CRD# 286002) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.