|
⚲
|
| Keyboard |
| Ciccarelli Advisory Services Inc
✚
|
|
|---|---|
| CRD # | 110904 |
| SEC # | 801-26103 |
| CIK # | |
| AUM | 1,586.3 M (2025-11-13) |
| Employees | 16 (81% Investors, 94% Brokers) |
| Phone | 239-262-6577 |
| Address | 9601 Tamiami Trail North Naples, FL 34108 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,007 | 0.6 |
| (b) Individuals (high net worth individuals) | 546 | 1.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,553 | 1.6 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 3,553 | 1.6 |
| Total | 3,553 | 1.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.6 | |
| Total | 3,553 | 1.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
ISC Advisors Inc
✚
|
TX | 1,617.8 M |
|
Fortis Capital Advisors LLC
✚
|
KS | 1,615.6 M |
|
Sierra Capital LLC
✚
|
FL | 1,612.3 M |
|
Momentum Independent Network Inc
✚
|
TX | 1,609.5 M |
|
CGN Advisors LLC
✚
|
KS | 1,600.9 M |
|
Beam Wealth Advisors Inc
✚
|
LA | 1,600.5 M |
|
Means Investment Co Inc
✚
|
ME | 1,594.6 M |
|
Consolidated Portfolio Review Corp
✚
|
NY | 1,591.9 M |
|
Invst LLC
✚
|
IN | 1,565.1 M |
|
Godsey & GIBB Inc
✚
|
VA | 1,560.6 M |