CBIZ FINANCIAL SOLUTIONS, INC.
SEC file number 801-56332
· CLEVELAND, OH
https://cbizsolutions.net ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$41.1M
Discretionary AUM
$41.1M
Employees
24
Clients
32
Firm
- Address
- 5959 ROCKSIDE WOODS BLVD N
CLEVELAND, OH 44131 - Phone
- —
- Website
- https://cbizsolutions.net
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 2, 2026
Possible Form D name matches (not verified)
- Complete Financial Solutions Inc. Medium name-match confidence · CIK 1621888 · NV
- Tradewinds Financial Solutions, LLP Medium name-match confidence · CIK 2080950 · MS
- FOURSQUARE FINANCIAL SOLUTIONS LOAN FUND, INC. Medium name-match confidence · CIK 1898567 · CA
- FINANCIAL INSTITUTIONS INC Medium name-match confidence · CIK 862831 · NY
-
FOURSQUARE FINANCIAL SOLUTIONS LOAN FUND, INC. · D/A · Oct 15, 2026$25M
-
FINANCIAL INSTITUTIONS INC · D · Dec 17, 2025$80M
-
FOURSQUARE FINANCIAL SOLUTIONS LOAN FUND, INC. · D · Oct 9, 2025$25M
-
Tradewinds Financial Solutions, LLP · D · Aug 20, 2025
-
Complete Financial Solutions Inc. · D · Jul 18, 2025
-
Complete Financial Solutions Inc. · D · Jul 18, 2025$750K