Cbiz Retirement Plan Advisory Services
Cbiz Retirement Plan Advisory Services is an SEC-registered ria in Cleveland, OH with $8.9M assets under management (AUM, regulatory AUM), -63% over one year. See who owns Cbiz Retirement Plan Advisory Services: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 16678, SEC 801-56332, data through 2026-03-05.
- AUM (assets under management / regulatory AUM)
- $8.9M (2026-03-05)
- Firm type
- Ria
- Location
- Cleveland, OH
- Employees
- 19
- Clients
- 11
- CRD
- 16678
- Ownership
- CBIZ, INC.; BAUM, LUKE FLAGG; PUSEY, MARK EDWARD; BRIDGES, EDWARD HOWARD; GARNER, ROBERT HENRY
How much AUM does Cbiz Retirement Plan Advisory Services have?
Cbiz Retirement Plan Advisory Services reported $8.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-05).
Who owns Cbiz Retirement Plan Advisory Services?
Disclosed owners and executives of Cbiz Retirement Plan Advisory Services include CBIZ, INC., BAUM, LUKE FLAGG, PUSEY, MARK EDWARD, BRIDGES, EDWARD HOWARD, GARNER, ROBERT HENRY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.