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CICCARELLI ADVISORY SERVICES INC

9601 Tamiami Trail North
Naples, Florida 34108
Tel: 239-262-6577

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About CICCARELLI ADVISORY SERVICES INC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#110904
SEC#801-26103
Assets Managed by Firm$1,148,449,416
No. of Clients3359
No. of Advisors15

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors
  • Educational Seminars/ Workshops

Firm Client Information

No. of ClientsAUM
Firm Total3359$1,148,449,416
Individuals (other than high net worth individuals)2408$439,947,840
High net worth individuals330$708,501,576

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