CBIZ Investment Advisory Services LLC
Legal Name: CBIZ INVESTMENT ADVISORY SERVICES, LLC
Full Contact Details
CBIZ Investment Advisory Services LLC
6050 OAK TREE BLVD, SUITE 500, CLEVELAND, OH
216-447-9000
216-447-9007
Other Info
CBIZ Investment Advisory Services LLC, a DE Limited Liability Company, employs a total of 55 individuals, with 38 working advisory roles. While the number of clients served by the firm is unavailable, its SEC status is currently listed as Approved, with a registration date of Feb 8, 2017.
InR Advisors – Premier Pension and Investment Advisory Services
InR works with sponsors to deliver a cost-effective and transparent approach to plan management. Michael Glackin is President and Co-Founder of InR Advisors.
Direct Owners
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BRIAN EDWARD DEAN
PRESIDENT owns less than 5%
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CBIZ OPERATIONS INC.
SOLE MEMBER owns 75% or more
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KATHRYN HALE LOUTTIT
EXECUTIVE REPRESENTATIVE AND CHIEF COMPLIANCE OFFICER owns less than 5%
-
MATTHEW JOSEPH MORELLI
CHIEF OF STAFF owns less than 5%
Indirect Owners
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CBIZ, INC
SOLE OWNER owns 75% or more
Firms Located Nearby
- CBIZ Financial Solutions Inc
- Highland Consulting Associates Inc
- Cyprium Investment Partners LLC
- BOYD Watterson Asset Management LLC
- Cedar Brook Financial Partners LLC
- MPE MGT Co LLC
- Asset Management Advisory Group LLC
- Pension Solutions Inc
- Investors Diversified Realty Management I LLC
- FSM Wealth Advisors LLC