RIA Intelligence

CICCARELLI ADVISORY SERVICES INC

CRD #110904 SEC #801-26103 NAPLES, FL 239-262-6577
SEC Registered
Total AUM
$1.6B
Discretionary
$0
Employees
16
Clients
--
Accounts
3,553

AUM Over Time

DateNov 2025
Total AUM$1.6B
Discretionary$0
Non-Disc.$1.6B
Employees16
Clients0
DateSep 2025
Total AUM$1.4B
Discretionary$0
Non-Disc.$1.4B
Employees15
Clients0
DateSep 2025
Total AUM$1.4B
Discretionary$0
Non-Disc.$1.4B
Employees15
Clients0
DateNov 2024
Total AUM$1.4B
Discretionary$0
Non-Disc.$1.4B
Employees15
Clients0
DateJan 2024
Total AUM$1.1B
Discretionary$0
Non-Disc.$1.1B
Employees15
Clients0
DateNov 2023
Total AUM$1.1B
Discretionary$0
Non-Disc.$1.1B
Employees15
Clients0
DateNov 2023
Total AUM$1B
Discretionary$0
Non-Disc.$1B
Employees15
Clients0
DateAug 2023
Total AUM$1B
Discretionary$0
Non-Disc.$1B
Employees15
Clients0
DateJul 2023
Total AUM$1B
Discretionary$0
Non-Disc.$1B
Employees15
Clients0
DateJun 2023
Total AUM$1B
Discretionary$0
Non-Disc.$1B
Employees15
Clients0
DateNov 2022
Total AUM$1B
Discretionary$0
Non-Disc.$1B
Employees15
Clients0
DateNov 2021
Total AUM$1.2B
Discretionary$0
Non-Disc.$1.2B
Employees16
Clients0
DateDec 2020
Total AUM$922.4M
Discretionary$0
Non-Disc.$922.4M
Employees11
Clients0
DateJun 2020
Total AUM$874.9M
Discretionary$0
Non-Disc.$874.9M
Employees10
Clients0
DateJan 2020
Total AUM$874.9M
Discretionary$0
Non-Disc.$874.9M
Employees10
Clients0
DateNov 2019
Total AUM$874.9M
Discretionary$0
Non-Disc.$874.9M
Employees10
Clients0
DateSep 2019
Total AUM$814.3M
Discretionary$0
Non-Disc.$814.3M
Employees8
Clients0
DateNov 2018
Total AUM$814.3M
Discretionary$0
Non-Disc.$814.3M
Employees8
Clients0
DateDec 2017
Total AUM$729.6M
Discretionary$0
Non-Disc.$729.6M
Employees14
Clients0
DateDec 2016
Total AUM$640.7M
Discretionary$0
Non-Disc.$640.7M
Employees14
Clients1,400
DateNov 2015
Total AUM$559.1M
Discretionary$0
Non-Disc.$559.1M
Employees14
Clients1,300
DateNov 2014
Total AUM$564.7M
Discretionary$0
Non-Disc.$564.7M
Employees9
Clients1,200
DateJan 2014
Total AUM$486.6M
Discretionary$0
Non-Disc.$486.6M
Employees41
Clients1,000
DateNov 2013
Total AUM$486.6M
Discretionary$0
Non-Disc.$486.6M
Employees41
Clients1,000
DateNov 2013
Total AUM$413.7M
Discretionary$0
Non-Disc.$413.7M
Employees41
Clients1,000
DateJan 2013
Total AUM$413.7M
Discretionary$0
Non-Disc.$413.7M
Employees41
Clients1,000
DateNov 2012
Total AUM$413.7M
Discretionary$0
Non-Disc.$413.7M
Employees41
Clients1,000
DateApr 2012
Total AUM$343.8M
Discretionary$0
Non-Disc.$343.8M
Employees11
Clients900
DateNov 2011
Total AUM$299.2M
Discretionary$0
Non-Disc.$299.2M
Employees11
Clients900
DateNov 2011
Total AUM$299.2M
Discretionary$0
Non-Disc.$299.2M
Employees11
Clients900
DateJul 2011
Total AUM$300.9M
Discretionary$0
Non-Disc.$300.9M
Employees--
Clients--
DateNov 2010
Total AUM$300.9M
Discretionary$0
Non-Disc.$300.9M
Employees--
Clients--
DateFeb 2009
Total AUM$285.6M
Discretionary$0
Non-Disc.$285.6M
Employees--
Clients--
DateJan 2008
Total AUM$276.1M
Discretionary$0
Non-Disc.$276.1M
Employees10
Clients--
DateNov 2007
Total AUM$276.1M
Discretionary$0
Non-Disc.$276.1M
Employees10
Clients--
DateNov 2007
Total AUM$276.1M
Discretionary$0
Non-Disc.$276.1M
Employees10
Clients--
DateMay 2007
Total AUM$243.8M
Discretionary$0
Non-Disc.$243.8M
Employees10
Clients--
DateNov 2006
Total AUM$243.8M
Discretionary$0
Non-Disc.$243.8M
Employees10
Clients--
DateNov 2005
Total AUM$192.4M
Discretionary$0
Non-Disc.$192.4M
Employees10
Clients--
DateSep 2005
Total AUM$157.8M
Discretionary$0
Non-Disc.$157.8M
Employees10
Clients--
DateDec 2003
Total AUM$120.3M
Discretionary$0
Non-Disc.$120.3M
Employees10
Clients--