RIA Intel›Advisers›Florida›CICCARELLI ADVISORY SERVICES INC

CICCARELLI ADVISORY SERVICES INC

Advisory

N·NAPLES, FL

Data as of Nov 21, 2024 · Source: SEC Form ADV

Total AUM

$1.6B

1-Year AUM Growth

+23.5%

3-Year CAGR

+6.5%

Employees

13

Assets Under Management

Total AUM$1.6B

Discretionary AUM$0

Non-Discretionary AUM$1.6B

Discretionary %0%

Total Clients3,553

Team

Total Employees13

Investment Advisers16

Employee Growth (1Y)+18.2%

Filing History

Total Filings on Record46

First FilingMar 20, 2001

Latest FilingNov 21, 2024

🔒 Full AUM trend chart and 46 historical filings spanning 23+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CICCARELLI ADVISORY SERVICES INC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.