Assets Under Management
$1.4B
Number of Clients
2,092
Number of Advisors
10
Average Client AUM
$678K
AUM per Advisor
$141.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
Ciccarelli Advisory Services Inc. provides comprehensive financial management, investment-only, and financial planning services to individuals, families, trusts, estates, and businesses. Services include financial planning, investment management, tax reduction, retirement income, and family wealth planning.
9601 Tamiami Trail North, Naples, FL, 34108