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Building 2CICCARELLI ADVISORY SERVICES INC

Map pinNAPLES, FL
Phone239-262-6577
NotebookSEC #801-26103
Total AUM
$1.6B
Employees
16
Clients
3,553

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9601 TAMIAMI TRAIL NORTH
NAPLES
FL 34108
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
239-262-6577
Other Offices
1

ReceiptFinancials

Total AUM
$1.6B
Accounts
3,553
Discretionary
$0
Accounts
0
Non-Discretionary
$1.6B
Accounts
3,553

ContactClients

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Individual Clients
3,007
AUM
$615.1M
HNW Individual Clients
546
AUM
$971.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKARAZCACOCTDCFLGAILINMAMDMEMIMNMOMSNCNHNJNMNYOHOKPARISCTNTXVAWAWIWV

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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