CICCARELLI ADVISORY SERVICES INC
Naples, Florida
5.0
2 Reviews
Ciccarelli Advisory Services Inc, a local investment advisory firm based out of Naples, FL, is dedicated to providing top-notch financial solutions to its clients. With 15 employees, including 11 experienced investment advisors, they possess a wealth of expertise in the industry. Their commitment to excellence is evident through their impressive average assets under management per investment advisor, which stands at approximately $711,910,000, well above the industry average. Ciccarelli Advisory Services Inc caters to a diverse clientele, serving over 2,840 individual clients and managing assets worth over $1,042,526,000. Notably...
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Assets Under Mgmt

$1.04B

Investment Professionals

11

Locations

1

% 401K & Individual

40%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Selection of other advisers
Educational seminars/workshops
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