| Name | Title | Ownership | Since |
|---|---|---|---|
| Cbiz Operations Inc. Control | Parent Company | Over 75% | 1998 |
| Christopher Mark Brown Control | Chief Compliance Officer And Executive Representative | Under 5% | 2021 |
| Edward Howard Bridges Control | Principal Financial And Operations Officer | Under 5% | 2006 |
Cbiz Financial Solutions, Inc. reports $23.9 million in regulatory assets under management on its Form ADV.
Cbiz Financial Solutions, Inc. reports 21 employees.
Cbiz Financial Solutions, Inc. is based in Cleveland, OH and has been SEC-registered since 1999.
Cbiz Financial Solutions, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 5959 Rockside Woods Blvd N, Suite 600, Cleveland, OH 44131 |
| Phone | 216-447-9000 |
| Fax | 216-447-9007 |
| Office hours | 9:30 a.m. To 4:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | Yes |
| Discretionary | $23.9M |
| Non-discretionary | $0 |
| Total (RAUM) | $23.9M |