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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 $1,418,463,150 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 StatusApproved
Firm CRD#110904
SEC#801-26103
Assets Managed by Firm$1,418,463,150
No. of Clients3528
No. of Advisors15

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 ClientsAUM
Firm Total3528$1,418,463,150
Individuals (other than high net worth individuals)1583$504,750,744
High net worth individuals509$913,712,406

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