CBIZ WEALTH MANAGEMENT, LLC
CRD #153785 SEC #801-71412 CLEVELAND, OH 216-447-9000
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
--
Clients
0
Accounts
0
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2011 | $396.6M | $21.1M | $375.4M | -- | -- |
| Sep 2010 | $357.4M | $17.8M | $339.6M | -- | -- |
| Sep 2010 | $357.4M | $17.8M | $339.6M | -- | -- |
| Jun 2010 | $0 | $0 | $0 | -- | -- |
| Jun 2010 | $0 | $0 | $0 | -- | -- |
| May 2010 | $0 | $0 | $0 | -- | -- |
| May 2010 | $0 | $0 | $0 | -- | -- |
| Apr 2010 | $0 | $0 | $0 | 5 | -- |
DateMar 2011
Total AUM$396.6M
Discretionary$21.1M
Non-Disc.$375.4M
Employees--
Clients--
DateSep 2010
Total AUM$357.4M
Discretionary$17.8M
Non-Disc.$339.6M
Employees--
Clients--
DateSep 2010
Total AUM$357.4M
Discretionary$17.8M
Non-Disc.$339.6M
Employees--
Clients--
DateJun 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--
DateJun 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--
DateMay 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--
DateMay 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--
DateApr 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--