CBIZ INVESTMENT ADVISORY SERVICES, LLC of CLEVELAND, OH is an SEC-registered investment adviser (CRD 286002). Regulatory assets under management: $12.8B.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Investment cos, Other.
| Name | Role | Location |
|---|---|---|
| Christopher Mark Brown | CHIEF COMPLIANCE OFFICER | Cleveland, OH |
| Nancy Marie Mellard | DIRECTOR | — |
| James Andrew King | PRESIDENT | — |
| BAUM LUKE FLAGG | CHIEF COMPLIANCE OFFICER | — |
| BROWN MARK | CHIEF COMPLIANCE OFFICER | — |
| LOUTTIT KATHRYN HALE | EXECUTIVE REPRESENTATIVE AND CHIEF COMPLIANCE OFFICER | — |
| DEAN BRIAN EDWARD | PRESIDENT | — |
| MORELLI ROBERT JOSEPH | CHIEF OF STAFF | — |
| MELLARD NANCY MARIE | DIRECTOR | — |
| GRISKO JEROME PAUL | DIRECTOR | — |
| GEFFERT JOHN JOSEPH | MANAGER | — |
| MACKINNON J DOUGLAS | CHIEF COMPLIANCE OFFICER | — |
| King John Andrew | PRESIDENT | — |
| MILOVANCEV STANLEY DONALD | PRESIDENT | — |