CICCARELLI ADVISORY SERVICES INC

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

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 $1,418,463,150 assets under management, offering retirement planning & investment advisory services to 3528 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110904
SEC#	801-26103
Assets Managed by Firm	$1,418,463,150
No. of Clients	3528
No. of Advisors	15

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	3528	$1,418,463,150
Individuals (other than high net worth individuals)	1583	$504,750,744
High net worth individuals	509	$913,712,406

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