9601 Tamiami Trail North
Naples, Florida 34108
Tel: 239-262-6577
CICCARELLI ADVISORY SERVICES INC, formally registered with the SEC as CICCARELLI ADVISORY SERVICES INC. The firm was established in 12/31/1985. They have over 2 offices throughout the country.
CICCARELLI ADVISORY SERVICES INC is a Naples, Florida based Financial Planning firm with nearly $1,148,449,416 assets under management, offering retirement planning & investment advisory services to 3359 clients. The firm is staffed with 15 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 110904 |
SEC# | 801-26103 |
Assets Managed by Firm | $1,148,449,416 |
No. of Clients | 3359 |
No. of Advisors | 15 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 3359 | $1,148,449,416 |
Individuals (other than high net worth individuals) | 2408 | $439,947,840 |
High net worth individuals | 330 | $708,501,576 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$339,079,412,155 | 26 | 2823 | |
$306,121,310,120 | 950978 | 11789 | |
$245,249,234,083 | 932793 | 6517 | |
$94,617,046,882 | 79738 | 825 | |
$93,207,362,818 | 36 | 535 |
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