Nathan
Behan
Cbiz Investment Advisory Services, LLC
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About this Advisor
Nathan Behan is a chartered financial analyst who works in Denver, Colorado with a total of 1 year of relevant experience. Behan is an advisor for Cbiz Investment Advisory Services, LLC. Over the course of their career, Behan has held roles at Envestnet Asset Management, Inc and Cbiz. Behan is approved to work in Colorado. Cbiz Investment Advisory Services, LLC is a registered investment business that has its headquarters in Independence, OH. The investment advisory business has offices in 16 locations and a total of 91 employees. It handles $7 billion in assets under management across its 2,122 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises five charitable organizations. Of its 2,122 client accounts, just 14% belong to high-net-worth individuals who have more than $1 million in investable assets. Cbiz Investment Advisory Services, LLC has a number of services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial advisory fees usually are based on which services are provided. However, fee types billed by Cbiz Investment Advisory Services, LLC most likely include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cbiz Investment Advisory Services, LLC Brokerage Details
$6,453,176,238
91
2,122
$3,041,082
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Nathan Behan Work History
Nathan has been registered as a financial advisor for 1 years.*
Cbiz
Envestnet Asset Management, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Nathan Behan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cbiz Investment Advisory Services, LLC
Independence, OH
Independence, OH
Fairborn, OH
Independence, OH
Independence, OH
Independence, OH
Denver, CO
Independence, OH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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