CICCARELLI ADVISORY SERVICES INC
Total AUM
$1.6B
Employees
16Clients
3,553Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
9601 TAMIAMI TRAIL NORTH
NAPLES
FL 34108
United States
NAPLES
FL 34108
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Monday - Friday
Phone
239-262-6577
Other Offices
1
Financials
Total AUM
$1.6B
Accounts
3,553Discretionary
$0
Accounts
0Non-Discretionary
$1.6B
Accounts
3,553
Clients
Individual Clients
3,007AUM
$615.1M
HNW Individual Clients
546AUM
$971.2M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AKARAZCACOCTDCFLGAILINMAMDMEMIMNMOMSNCNHNJNMNYOHOKPARISCTNTXVAWAWIWV
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.